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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
176
$127K 0.04%
1,622
-1,210
177
$126K 0.04%
2,345
+2,095
178
$125K 0.04%
+2,400
179
$122K 0.04%
4,780
-1,300
180
$119K 0.04%
2,818
-1,690
181
$116K 0.04%
540
182
$114K 0.04%
4,795
+2,745
183
$114K 0.04%
790
-25
184
$109K 0.04%
4,000
185
$108K 0.04%
93
+3
186
$108K 0.04%
682
+114
187
$108K 0.04%
500
+25
188
$107K 0.03%
2,372
189
$105K 0.03%
1,684
190
$104K 0.03%
1,056
+1,014
191
$100K 0.03%
359
192
$97.4K 0.03%
530
193
$95.6K 0.03%
395
-60
194
$93.9K 0.03%
1,725
195
$90.8K 0.03%
266
+19
196
$88.5K 0.03%
+2,819
197
$85.3K 0.03%
758
198
$85K 0.03%
1,000
199
$82.6K 0.03%
2,533
-4,592
200
$82.4K 0.03%
883
+503
6 7
8
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