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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
126
$326K 0.11%
+10,360
127
$322K 0.1%
7,000
128
$319K 0.1%
698
-2
129
$315K 0.1%
6,111
+468
130
$315K 0.1%
1,825
-665
131
$308K 0.1%
4,644
-50
132
$294K 0.1%
1,000
133
$293K 0.1%
6,680
+755
134
$292K 0.09%
4,425
-111
135
$288K 0.09%
2,327
136
$283K 0.09%
755
+37
137
$274K 0.09%
1,777
-255
138
$274K 0.09%
3,818
-80
139
$270K 0.09%
1,620
140
$268K 0.09%
1,654
-111
141
$256K 0.08%
4,183
-205
142
$235K 0.08%
2,798
-51
143
$235K 0.08%
506
-45
144
$232K 0.08%
465
145
$231K 0.07%
1,361
+560
146
$226K 0.07%
13,090
147
$220K 0.07%
3,285
+745
148
$220K 0.07%
7,780
-575
149
$214K 0.07%
4,741
-130
150
$214K 0.07%
904
-3
4 5
6
7 8