FUBT

First United Bank & Trust Portfolio holdings

AUM $313M
1-Year Est. Return 16.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$694K
2
+$678K
3
+$455K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$419K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$398K

Top Sells

1
+$660K
2
+$625K
3
+$571K
4
AAPL icon
Apple
AAPL
+$565K
5
EW icon
Edwards Lifesciences
EW
+$505K

Sector Composition

1 Technology 14.07%
2 Financials 7.84%
3 Healthcare 6.33%
4 Consumer Discretionary 4.77%
5 Industrials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$68.2K 0.02%
229
-15
202
$67.1K 0.02%
244
203
$65.3K 0.02%
500
204
$64.4K 0.02%
1,565
205
$64.4K 0.02%
800
-865
206
$64.2K 0.02%
124
207
$63.7K 0.02%
780
208
$63.6K 0.02%
447
-15
209
$63.5K 0.02%
603
210
$63.2K 0.02%
1,725
-60
211
$60.9K 0.02%
825
-98
212
$60.6K 0.02%
567
-12
213
$60.4K 0.02%
5,000
214
$59.2K 0.02%
568
-20
215
$58.9K 0.02%
704
216
$58.5K 0.02%
130
217
$57.2K 0.02%
1,290
218
$57K 0.02%
1,531
219
$56.4K 0.02%
279
220
$55.3K 0.02%
500
-429
221
$54.5K 0.02%
498
222
$53.6K 0.02%
733
223
$53K 0.02%
218
224
$51.9K 0.02%
150
225
$51.6K 0.02%
1,015
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9
10 11