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
$103M
AUM Growth
+$5.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$2.03M
3
+$2M
4
F icon
Ford
F
+$568K
5
QCOM icon
Qualcomm
QCOM
+$443K

Top Sells

1
+$2.34M
2
+$1.15M
3
+$798K
4
MCD icon
McDonald's
MCD
+$728K
5
PG icon
Procter & Gamble
PG
+$535K

Sector Composition

1 Technology 20.48%
2 Healthcare 18.15%
3 Industrials 15.6%
4 Consumer Discretionary 9.51%
5 Energy 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,422
52
– –
-5,462
1 2
3