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
$482M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$20.2M
3
+$10.3M
4
CLX icon
Clorox
CLX
+$9.17M
5
AR icon
Antero Resources
AR
+$8.53M

Top Sells

1
+$25.5M
2
+$7.35M
3
+$997K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$754K
5
PPG icon
PPG Industries
PPG
+$530K

Sector Composition

1 Industrials 18.21%
2 Healthcare 12.06%
3 Financials 10.8%
4 Technology 9.72%
5 Energy 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.28%
28,481
52
$1.3M 0.27%
22,135
+17,582
53
$1.28M 0.27%
38,230
54
– –
0
55
$1.23M 0.25%
10,092
56
$1.19M 0.25%
21,563
+14,494
57
$1.15M 0.24%
8,724
-272
58
$1.11M 0.23%
23,779
+104
59
$1.11M 0.23%
3,665
60
$1.09M 0.23%
14,580
+1,020
61
$1.04M 0.22%
20,335
+41
62
$1.02M 0.21%
15,244
+4,994
63
$944K 0.2%
28,296
64
$937K 0.19%
11,929
65
$930K 0.19%
13,002
-4,210
66
$918K 0.19%
9,116
+567
67
$905K 0.19%
6,756
+2,285
68
$897K 0.19%
18,931
+170
69
$894K 0.19%
6,831
70
$846K 0.18%
39,241
-6,824
71
$843K 0.18%
15,000
+163
72
$826K 0.17%
15,820
+1,980
73
$826K 0.17%
+7,571
74
$813K 0.17%
8,341
-151
75
$800K 0.17%
15,440
+920
1 2
3
4 5