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
$90.3M
AUM Growth
+$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$552K
2
+$237K
3
+$152K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$147K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$146K

Top Sells

1
+$1.01M
2
+$273K
3
+$197K
4
LOW icon
Lowe's Companies
LOW
+$119K
5
XOM icon
Exxon Mobil
XOM
+$66.3K

Sector Composition

1 Healthcare 9.93%
2 Energy 8.47%
3 Financials 7.02%
4 Industrials 6.91%
5 Consumer Discretionary 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$229K 0.25%
6,213
77
$156K 0.17%
6,000
-39,000
78
$153K 0.17%
12,713
79
– –
-2,130
1 2 3
4