UBV

United Bank (Virginia) Portfolio holdings

AUM $835M
1-Year Est. Return 14.61%
This Quarter Est. Return
1 Year Est. Return
+14.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
+$66.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$1.56M
3
+$1.24M
4
DCGO icon
DocGo
DCGO
+$1.02M
5
BLK icon
Blackrock
BLK
+$586K

Top Sells

1
+$12.7M
2
+$1.05M
3
+$1.03M
4
AMGN icon
Amgen
AMGN
+$1.01M
5
MSFT icon
Microsoft
MSFT
+$696K

Sector Composition

1 Industrials 20.42%
2 Technology 18.36%
3 Financials 10.06%
4 Healthcare 10%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.4M 1.4%
111,357
27
$10.3M 1.27%
49,461
+2,350
28
$9.91M 1.22%
10,829
+640
29
$7.78M 0.96%
32,233
-382
30
$7.68M 0.94%
254,508
+10,141
31
$7.41M 0.91%
17,229
32
$5.37M 0.66%
22,967
33
$4.68M 0.58%
9,859
+1,129
34
$4.56M 0.56%
77,301
-483
35
$4.47M 0.55%
72,990
-180
36
$4.1M 0.5%
12,765
-1,034
37
$3.97M 0.49%
67,742
+21,125
38
$3.7M 0.45%
62,438
-290
39
$3.5M 0.43%
10,541
40
$3.45M 0.42%
23,447
-1,565
41
$3.26M 0.4%
175,572
-1,583
42
$3.11M 0.38%
59,776
+2,095
43
$2.94M 0.36%
23,855
44
$2.75M 0.34%
48,625
+885
45
$2.74M 0.34%
16,420
46
$2.52M 0.31%
18,642
-238
47
$2.42M 0.3%
16,700
48
$2.29M 0.28%
25,737
49
$2.27M 0.28%
5,472
-336
50
$2.23M 0.27%
7,482
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