FUBT

First United Bank & Trust Portfolio holdings

AUM $308M
1-Year Est. Return 14.95%
This Quarter Est. Return
1 Year Est. Return
+14.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1 +$842K
2 +$743K
3 +$701K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$597K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$392K

Top Sells

1 +$14M
2 +$1.23M
3 +$534K
4
EW icon
Edwards Lifesciences
EW
+$504K
5
BMY icon
Bristol-Myers Squibb
BMY
+$373K

Sector Composition

1 Technology 13.58%
2 Financials 7.1%
3 Healthcare 6.77%
4 Industrials 5.33%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$563 ﹤0.01%
+10
427
$499 ﹤0.01%
+27
428
$485 ﹤0.01%
+150
429
$169 ﹤0.01%
+33
430
-3,797
431
-39,035
432
-20,910
433
-7,274