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
$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
51
$250K 0.27%
1,730
-345
52
$245K 0.26%
6,503
53
$209K 0.22%
1,469
54
-3,373
55
-14,160
56
-4,198