FUBT
First United Bank & Trust Portfolio holdings
AUM
$313M
1-Year Est. Return
16.08%
This Fund
S&P 500
1 Year Est. Return
+16.08%
AUM
$308M
AUM Growth
+$21.2M
(+7.4%)
Holding
429
Top Buys
| 1 | +$560K | |
| 2 | +$548K | |
| 3 | +$520K | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$502K |
| 5 |
Nexstar Media Group
NXST
|
+$474K |
Top Sells
| 1 | +$886K | |
| 2 | +$463K | |
| 3 | +$403K | |
| 4 |
VanEck High Yield Muni ETF
HYD
|
+$386K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$361K |
Sector Composition
| 1 | Technology | 14.05% |
| 2 | Financials | 7.78% |
| 3 | Consumer Discretionary | 4.69% |
| 4 | Healthcare | 4.48% |
| 5 | Industrials | 3.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
PPG Industries
PPG
$23.3B
| – | – |
-2,768
|
|
||
427
Watsco Inc
WSO
$15.2B
| – | – |
-4
|
|
||
428
Accenture
ACN
$124B
| – | – |
-8
|
|
||
429
iShares Core US Aggregate Bond ETF
AGG
$139B
| – | – |
-20
|
|