UBV

United Bank (Virginia) Portfolio holdings

AUM $839M
1-Year Est. Return 12.62%
This Quarter Est. Return
1 Year Est. Return
+12.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$747M
AUM Growth
+$3.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.65M
3
+$9.59M
4
GD icon
General Dynamics
GD
+$9.24M
5
BLK icon
Blackrock
BLK
+$8.54M

Top Sells

1
+$14.5M
2
+$13.9M
3
+$12.9M
4
PACB icon
Pacific Biosciences
PACB
+$1.17M
5
WFG icon
West Fraser Timber
WFG
+$615K

Sector Composition

1 Industrials 19.85%
2 Technology 17.5%
3 Financials 11.1%
4 Healthcare 9.61%
5 Consumer Staples 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.98M 0.26%
35,304
52
$1.91M 0.26%
5,808
+223
53
$1.86M 0.25%
31,394
+1,231
54
$1.85M 0.25%
29,187
55
$1.79M 0.24%
7,482
+320
56
$1.77M 0.24%
17,431
-10
57
$1.73M 0.23%
11,805
-478
58
$1.69M 0.23%
8,775
+75
59
$1.57M 0.21%
8,619
60
$1.55M 0.21%
7,322
+100
61
$1.53M 0.21%
6,879
-51
62
$1.49M 0.2%
3,095
-94
63
$1.46M 0.2%
10,960
-420
64
$1.43M 0.19%
4,213
65
$1.38M 0.18%
25,889
66
$1.36M 0.18%
26,430
67
$1.23M 0.17%
4,502
68
$1.23M 0.16%
15,785
69
$1.12M 0.15%
11,508
70
$1.11M 0.15%
5,701
71
$1.11M 0.15%
6,400
72
$1.05M 0.14%
1,939
73
$996K 0.13%
19,910
74
$986K 0.13%
6,559
+306
75
$982K 0.13%
8,886
-206
1 2
3
4 5