UBV

United Bank (Virginia) Portfolio holdings

AUM $839M
1-Year Est. Return 12.62%
This Quarter Est. Return
1 Year Est. Return
+12.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.5M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.51M
3
+$1.28M
4
MSFT icon
Microsoft
MSFT
+$1.26M
5
MRK icon
Merck
MRK
+$1.2M

Top Sells

1
+$207K
2
+$116K

Sector Composition

1 Technology 29.13%
2 Healthcare 16.01%
3 Consumer Staples 13.77%
4 Consumer Discretionary 9.25%
5 Energy 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$234K 0.55%
9,045
27
$213K 0.5%
+2,865
28
$200K 0.47%
+5,518
29
– –
-1,505
1
2