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FUBT

First United Bank & Trust Portfolio holdings

AUM $308M
1-Year Est. Return 19.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$308M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$548K
3
+$520K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$502K
5
NXST icon
Nexstar Media Group
NXST
+$474K

Top Sells

1
+$886K
2
+$463K
3
+$403K
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$386K
5
STIP icon
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
51
$1.43M 0.46%
10,166
-520
52
$1.42M 0.46%
5,439
-45
53
$1.39M 0.45%
3,129
+55
54
$1.37M 0.45%
5,077
+75
55
$1.36M 0.44%
7,329
-500
56
$1.36M 0.44%
7,960
+9
57
$1.35M 0.44%
9,570
+458
58
$1.29M 0.42%
15,335
-3,780
59
$1.19M 0.39%
23,370
-4,755
60
$1.19M 0.39%
27,019
+395
61
$1.18M 0.38%
2,360
-55
62
$1.16M 0.38%
17,829
-472
63
$1.15M 0.37%
22,581
-7,765
64
$1.15M 0.37%
4,190
+170
65
$1.12M 0.36%
5,518
+1,430
66
$1.11M 0.36%
4,701
+51
67
$1.08M 0.35%
10,477
+432
68
$1.07M 0.35%
9,504
-90
69
$1.06M 0.35%
2,628
+15
70
$1.05M 0.34%
3,740
+2,042
71
$1.01M 0.33%
3,410
+126
72
$1.01M 0.33%
9,781
-3,496
73
$978K 0.32%
2,360
+256
74
$889K 0.29%
3,149
75
$878K 0.28%
1,195
+29
1 2
3
4 5