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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
151
$211K 0.07%
612
-96
152
$202K 0.07%
1,205
-45
153
$201K 0.07%
26,000
154
$197K 0.06%
2,844
+53
155
$197K 0.06%
598
156
$187K 0.06%
2,600
-115
157
$182K 0.06%
1,347
+45
158
$182K 0.06%
4,312
159
$177K 0.06%
2,715
+500
160
$170K 0.06%
5,000
161
$165K 0.05%
3,920
+1,240
162
$164K 0.05%
512
163
$161K 0.05%
1,057
164
$156K 0.05%
2,142
165
$146K 0.05%
485
166
$143K 0.05%
800
167
$142K 0.05%
1,695
168
$140K 0.05%
765
169
$139K 0.05%
2,261
+1,109
170
$135K 0.04%
321
+22
171
$133K 0.04%
510
-20
172
$131K 0.04%
437
173
$131K 0.04%
980
+300
174
$129K 0.04%
2,415
175
$129K 0.04%
668
5 6
7
8 9