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
$760M
AUM Growth
-$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.25M
3
+$2.19M
4
APD icon
Air Products & Chemicals
APD
+$2.01M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.96M

Top Sells

1
+$7.15M
2
+$2.53M
3
+$2.53M
4
CVX icon
Chevron
CVX
+$2.32M
5
UNP icon
Union Pacific
UNP
+$1.5M

Sector Composition

1 Industrials 20.12%
2 Technology 17.99%
3 Financials 10.08%
4 Healthcare 9.99%
5 Energy 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.25%
17,666
+235
52
$1.85M 0.24%
8,619
53
$1.71M 0.23%
19,263
-4,592
54
$1.65M 0.22%
35,304
55
$1.6M 0.21%
26,784
-91
56
$1.52M 0.2%
3,095
57
$1.47M 0.19%
11,805
58
$1.42M 0.19%
6,420
-113
59
$1.42M 0.19%
10,180
60
$1.4M 0.18%
4,690
-782
61
$1.31M 0.17%
6,722
-600
62
$1.24M 0.16%
9,007
-3,500
63
$1.23M 0.16%
24,889
-1,000
64
$1.17M 0.15%
4,230
-272
65
$1.16M 0.15%
15,785
66
$1.15M 0.15%
5,175
-3,600
67
$1.08M 0.14%
9,674
-1,399
68
$1.05M 0.14%
+14,125
69
$1.02M 0.13%
3,581
70
$1.01M 0.13%
109,159
71
$1M 0.13%
6,004
-280
72
$997K 0.13%
13,750
73
$996K 0.13%
11,725
-431
74
$930K 0.12%
4,183
-130
75
$929K 0.12%
2,756
1 2
3
4 5