FUBT

First United Bank & Trust Portfolio holdings

AUM $308M
1-Year Est. Return 14.95%
This Quarter Est. Return
1 Year Est. Return
+14.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$833K
2 +$754K
3 +$557K
4
NSC icon
Norfolk Southern
NSC
+$469K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$446K

Sector Composition

1 Healthcare 9.17%
2 Technology 7.59%
3 Financials 7.07%
4 Consumer Discretionary 5.24%
5 Industrials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,380
127
-3,308
128
-3,520
129
-1,339