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
76
$726K 0.15%
12,988
-455,656
77
$699K 0.15%
18,302
+5,716
78
$662K 0.14%
+2,200
79
$645K 0.13%
7,911
80
$641K 0.13%
+13,922
81
$634K 0.13%
30,630
-1,611
82
$634K 0.13%
3,690
+78
83
$626K 0.13%
4,739
+466
84
$624K 0.13%
8,370
85
$623K 0.13%
+16,347
86
$563K 0.12%
+22,717
87
$547K 0.11%
6,339
88
$533K 0.11%
5,648
+3,337
89
$521K 0.11%
10,544
90
$514K 0.11%
+16,200
91
$499K 0.1%
+20,499
92
$493K 0.1%
3,761
93
$487K 0.1%
2,382
+9
94
$485K 0.1%
+4,550
95
$485K 0.1%
3,678
96
$483K 0.1%
3,229
97
$481K 0.1%
10,340
98
$453K 0.09%
1,944
99
$451K 0.09%
+10,000
100
$444K 0.09%
6,567
2 3
4
5 6