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
$159M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$540K
2 +$393K
3 +$387K
4
GPC icon
Genuine Parts
GPC
+$367K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$265K

Top Sells

1 +$904K
2 +$675K
3 +$630K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$543K
5
EOG icon
EOG Resources
EOG
+$491K

Sector Composition

1 Technology 8.78%
2 Healthcare 8.14%
3 Financials 7.83%
4 Consumer Discretionary 5.26%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,470