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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
$179M
AUM Growth
+$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$672K
3
+$556K
4
GBF icon
iShares Government/Credit Bond ETF
GBF
+$454K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$449K

Top Sells

1
+$1.69M
2
+$1.16M
3
+$628K
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$553K
5
IYW icon
iShares US Technology ETF
IYW
+$434K

Sector Composition

1 Technology 10.91%
2 Healthcare 9.75%
3 Consumer Discretionary 5.88%
4 Financials 5.29%
5 Industrials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,376
127
– –
-1,637
128
– –
-6,530
129
– –
-2,404
130
– –
-9,890
2 3 4 5
6