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
$714M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$4.72M
3
+$1.39M
4
UPS icon
United Parcel Service
UPS
+$1.36M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.26M

Top Sells

1
+$42.3M
2
+$2.93M
3
+$1.04M
4
CAT icon
Caterpillar
CAT
+$862K
5
APD icon
Air Products & Chemicals
APD
+$799K

Sector Composition

1 Industrials 21.72%
2 Technology 15.7%
3 Healthcare 11.26%
4 Financials 10.75%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.24%
10,495
-2,829
52
$1.65M 0.23%
22,249
53
$1.52M 0.21%
4,809
+7
54
$1.48M 0.21%
16,830
+290
55
$1.44M 0.2%
6,699
56
$1.41M 0.2%
16,730
-640
57
$1.37M 0.19%
3,095
58
$1.32M 0.19%
6,365
-240
59
$1.31M 0.18%
3,581
60
$1.23M 0.17%
28,684
-1,280
61
$1.15M 0.16%
6,382
+16
62
$1.13M 0.16%
17,186
+1,401
63
$1.06M 0.15%
10,594
-1,761
64
$1.06M 0.15%
20,495
65
$1.04M 0.15%
10,084
-191
66
$1.02M 0.14%
2,374
67
$996K 0.14%
14,125
-176
68
$992K 0.14%
19,263
69
$992K 0.14%
28,361
-10,068
70
$977K 0.14%
13,677
+77
71
$910K 0.13%
14,843
+29
72
$895K 0.13%
4,178
73
$866K 0.12%
9,760
-840
74
$846K 0.12%
3,542
75
$831K 0.12%
11,034
1 2
3
4 5