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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
201
$82.4K 0.03%
665
202
$82.2K 0.03%
847
-75
203
$79.6K 0.03%
450
204
$78.8K 0.03%
502
+52
205
$78K 0.03%
1,650
206
$77.8K 0.03%
550
207
$76.3K 0.02%
+3,687
208
$74.5K 0.02%
1,565
209
$71.3K 0.02%
549
+32
210
$70.9K 0.02%
465
211
$69.7K 0.02%
1,044
212
$63.1K 0.02%
1,412
+112
213
$62.9K 0.02%
115
214
$61.4K 0.02%
649
-1
215
$61.3K 0.02%
467
216
$60.4K 0.02%
755
217
$60K 0.02%
220
218
$59.4K 0.02%
721
-9
219
$59.2K 0.02%
2,285
+785
220
$58.2K 0.02%
2,300
221
$56.2K 0.02%
123
222
$56.1K 0.02%
+775
223
$55K 0.02%
530
-115
224
$53.6K 0.02%
262
+36
225
$53.5K 0.02%
150
7 8
9
10 11