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
$714M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$4.72M
3
+$1.39M
4
UPS icon
United Parcel Service
UPS
+$1.36M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.26M

Top Sells

1
+$42.3M
2
+$2.93M
3
+$1.04M
4
CAT icon
Caterpillar
CAT
+$862K
5
APD icon
Air Products & Chemicals
APD
+$799K

Sector Composition

1 Industrials 21.72%
2 Technology 15.7%
3 Healthcare 11.26%
4 Financials 10.75%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.9M 1.53%
62,905
+7,832
27
$9.75M 1.37%
65,429
+8,038
28
$9.29M 1.3%
45,601
+1,145
29
$8.53M 1.2%
77,356
-2,655
30
$6.5M 0.91%
17,229
31
$6.2M 0.87%
58,770
+44,694
32
$5.89M 0.83%
348,933
+29,706
33
$4.39M 0.62%
20,251
34
$4.3M 0.6%
52,186
+3,890
35
$4.28M 0.6%
11,180
36
$3.85M 0.54%
20,114
37
$3.54M 0.5%
69,011
-6,218
38
$3.53M 0.5%
55,566
-7,937
39
$3.51M 0.49%
16,478
+5,902
40
$3.43M 0.48%
18,689
+4,271
41
$3.39M 0.48%
24,156
+3,089
42
$3.17M 0.44%
39,357
43
$2.86M 0.4%
73,351
+35,759
44
$2.42M 0.34%
41,365
+16,359
45
$2.31M 0.32%
32,169
-2,624
46
$2.3M 0.32%
58,443
+641
47
$2.22M 0.31%
45,935
+2,775
48
$2.11M 0.3%
114,658
-1,697
49
$2.1M 0.29%
5,899
50
$1.98M 0.28%
20,864
+33
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