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

Top Buys

1 +$546K
2 +$394K
3 +$389K
4
GPC icon
Genuine Parts
GPC
+$381K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$267K

Top Sells

1 +$913K
2 +$674K
3 +$633K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$551K
5
BMY icon
Bristol-Myers Squibb
BMY
+$506K

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
-5,275