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
$270M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$1.42M
3
+$1.17M
4
EW icon
Edwards Lifesciences
EW
+$681K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$642K

Top Sells

1
+$365K
2
+$297K
3
+$240K
4
ESG icon
FlexShares STOXX US ESG Select Index Fund
ESG
+$223K
5
BMY icon
Bristol-Myers Squibb
BMY
+$210K

Sector Composition

1 Technology 14.11%
2 Financials 7.46%
3 Healthcare 6.8%
4 Consumer Discretionary 5.11%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
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