UBV

United Bank (Virginia) Portfolio holdings

AUM $757M
1-Year Est. Return 16.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.8M
AUM Growth
+$9.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$2.68M
2 +$1.08M
3 +$755K
4
F icon
Ford
F
+$745K
5
VUG icon
Vanguard Growth ETF
VUG
+$725K

Top Sells

1 +$557K
2 +$380K
3 +$271K
4
MNDT
Mandiant, Inc. Common Stock
MNDT
+$261K
5
AAPL icon
Apple
AAPL
+$258K

Sector Composition

1 Healthcare 20.06%
2 Technology 16.14%
3 Consumer Discretionary 6.97%
4 Consumer Staples 6.75%
5 Energy 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$200K 0.24%
+4,334
52
-8,188