FUBT

First United Bank & Trust Portfolio holdings

AUM $313M
1-Year Est. Return 16.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.7M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$643K
3 +$249K
4
MWV
MEADWESTVACO CORP
MWV
+$238K
5
GE icon
GE Aerospace
GE
+$233K

Top Sells

1 +$91.6K
2 +$69.6K
3 +$22.4K
4
BMY icon
Bristol-Myers Squibb
BMY
+$21.5K
5
CSCO icon
Cisco
CSCO
+$14.4K

Sector Composition

1 Healthcare 10.88%
2 Energy 8.62%
3 Financials 7.17%
4 Industrials 6.78%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$213K 0.26%
6,413
77
$159K 0.19%
12,713