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
$814M
AUM Growth
+$66.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$1.56M
3
+$1.24M
4
DCGO icon
DocGo
DCGO
+$1.02M
5
BLK icon
Blackrock
BLK
+$586K

Top Sells

1
+$12.7M
2
+$1.05M
3
+$1.03M
4
AMGN icon
Amgen
AMGN
+$1.01M
5
MSFT icon
Microsoft
MSFT
+$696K

Sector Composition

1 Industrials 20.42%
2 Technology 18.36%
3 Financials 10.06%
4 Healthcare 10%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.08M 0.26%
23,799
+1,052
52
$2.02M 0.25%
17,431
53
$1.94M 0.24%
12,507
54
$1.85M 0.23%
29,713
-1,681
55
$1.85M 0.23%
8,619
56
$1.81M 0.22%
8,775
57
$1.78M 0.22%
35,304
58
$1.75M 0.22%
11,805
59
$1.71M 0.21%
26,875
-2,312
60
$1.6M 0.2%
3,095
61
$1.53M 0.19%
7,322
62
$1.47M 0.18%
10,180
-780
63
$1.45M 0.18%
4,313
+100
64
$1.42M 0.17%
6,533
-346
65
$1.38M 0.17%
4,502
66
$1.33M 0.16%
25,889
67
$1.29M 0.16%
6,400
68
$1.25M 0.15%
1,939
69
$1.24M 0.15%
15,785
70
$1.22M 0.15%
32,415
71
$1.16M 0.14%
11,073
-435
72
$1.14M 0.14%
2,756
+31
73
$1.14M 0.14%
5,701
74
$1.09M 0.13%
6,284
-275
75
$1.02M 0.13%
+109,159
1 2
3
4 5