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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
76
$874K 0.28%
3,810
-115
77
$863K 0.28%
6,060
-50
78
$847K 0.27%
4,600
+265
79
$821K 0.27%
5,525
+520
80
$796K 0.26%
3,268
+20
81
$791K 0.26%
10,492
+612
82
$787K 0.26%
3,867
-135
83
$787K 0.26%
2,213
+355
84
$744K 0.24%
11,590
-3,554
85
$744K 0.24%
6,495
+3,045
86
$717K 0.23%
3,095
87
$705K 0.23%
33,680
+7,357
88
$702K 0.23%
6,308
-142
89
$700K 0.23%
5,910
+25
90
$694K 0.23%
910
-6
91
$672K 0.22%
39,156
+725
92
$657K 0.21%
3,017
+230
93
$642K 0.21%
4,076
+390
94
$633K 0.21%
8,388
-1,747
95
$619K 0.2%
1,006
+925
96
$610K 0.2%
790
+625
97
$610K 0.2%
3,771
+610
98
$595K 0.19%
760
+6
99
$582K 0.19%
5,193
-105
100
$578K 0.19%
4,173
+50
2 3
4
5 6