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
$93.5M
AUM Growth
-$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$72.5K
2
+$19.7K

Top Sells

1
+$2.61M
2
+$1.31M
3
+$956K
4
PFE icon
Pfizer
PFE
+$687K
5
AAPL icon
Apple
AAPL
+$680K

Sector Composition

1 Technology 19.92%
2 Healthcare 18.88%
3 Industrials 9.98%
4 Consumer Discretionary 8%
5 Energy 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.66%
33,423
-9,757
27
$1.41M 1.51%
29,602
-4,869
28
$1.41M 1.51%
10,874
-10,083
29
$1.39M 1.49%
54,022
-5,179
30
$1.21M 1.29%
49,236
+2,958
31
$1.06M 1.14%
65,500
-11,677
32
$1M 1.07%
25,174
-10,171
33
$776K 0.83%
18,420
34
$749K 0.8%
3,251
-4,151
35
$748K 0.8%
3,858
-2,022
36
$713K 0.76%
7,339
-3,069
37
$704K 0.75%
8,067
38
$671K 0.72%
5,486
39
$525K 0.56%
16,334
-21,365
40
$514K 0.55%
6,425
41
$455K 0.49%
1,455
42
$372K 0.4%
19,410
43
$367K 0.39%
6,812
44
$342K 0.37%
3,268
45
$337K 0.36%
7,322
-10,647
46
$336K 0.36%
4,242
-1,336
47
$313K 0.33%
4,958
48
$289K 0.31%
6,900
49
$279K 0.3%
7,180
-220
50
$252K 0.27%
6,280
-100
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