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
$482M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$20.2M
3
+$10.3M
4
CLX icon
Clorox
CLX
+$9.17M
5
AR icon
Antero Resources
AR
+$8.53M

Top Sells

1
+$25.5M
2
+$7.35M
3
+$997K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$754K
5
PPG icon
PPG Industries
PPG
+$530K

Sector Composition

1 Industrials 18.21%
2 Healthcare 12.06%
3 Financials 10.8%
4 Technology 9.72%
5 Energy 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8M 1.66%
52,185
+4,677
27
$7.22M 1.5%
120,915
+3,660
28
$7.08M 1.47%
188,072
29
$5.93M 1.23%
178,685
-22,700
30
$5.63M 1.17%
22,512
+4,203
31
$4.13M 0.86%
29,865
32
$3.5M 0.73%
27,462
+47
33
$3.07M 0.64%
70,917
34
$3M 0.62%
39,047
+19,307
35
$2.94M 0.61%
43,122
-5,701
36
$2.74M 0.57%
28,106
-501
37
$2.65M 0.55%
63,877
+22,442
38
$2.63M 0.55%
83,048
+51,239
39
$2.59M 0.54%
28,883
+15,453
40
$2.17M 0.45%
26,730
41
$2.15M 0.45%
16,023
42
$2.01M 0.42%
12,584
+1,770
43
$1.9M 0.4%
50,855
+10,644
44
$1.88M 0.39%
18,300
45
$1.86M 0.39%
20,794
-300
46
$1.8M 0.37%
16,646
-68,123
47
$1.79M 0.37%
67,400
48
$1.79M 0.37%
18,284
49
$1.76M 0.37%
19,074
+4,128
50
$1.49M 0.31%
24,696
+3,602
1
2
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