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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
101
$559K 0.18%
918
+140
102
$540K 0.18%
3,780
+325
103
$525K 0.17%
4,588
-30
104
$513K 0.17%
6,095
+488
105
$500K 0.16%
2,530
+2,425
106
$496K 0.16%
2,650
-709
107
$480K 0.16%
8,015
-50
108
$475K 0.15%
+11,430
109
$465K 0.15%
3,889
-635
110
$446K 0.14%
935
111
$432K 0.14%
3,096
112
$427K 0.14%
2,920
-145
113
$414K 0.13%
7,804
+85
114
$406K 0.13%
1,230
+80
115
$383K 0.12%
3,200
-2,000
116
$367K 0.12%
6,818
+109
117
$360K 0.12%
1,629
+37
118
$358K 0.12%
4,480
+50
119
$354K 0.11%
328
-5
120
$352K 0.11%
6,000
-185
121
$349K 0.11%
7,637
122
$347K 0.11%
1,825
123
$346K 0.11%
7,924
-586
124
$338K 0.11%
10,764
-785
125
$328K 0.11%
14,211
-3,850
3 4
5
6 7