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
$598M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$4.1M
4
MRK icon
Merck
MRK
+$2.06M
5
CVX icon
Chevron
CVX
+$1.94M

Top Sells

1
+$20M
2
+$1.79M
3
+$1.45M
4
JPM icon
JPMorgan Chase
JPM
+$1.4M
5
NRP icon
Natural Resource Partners
NRP
+$1.35M

Sector Composition

1 Industrials 17.53%
2 Financials 14.7%
3 Healthcare 11.2%
4 Technology 9.87%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$967K 0.16%
20,203
-636
77
$967K 0.16%
6,146
78
$915K 0.15%
+6,669
79
$912K 0.15%
10,337
80
$906K 0.15%
10,370
+1,000
81
$900K 0.15%
11,181
-748
82
$891K 0.15%
11,346
-258
83
$847K 0.14%
8,201
84
$841K 0.14%
18,175
-2,160
85
$837K 0.14%
7,402
86
$797K 0.13%
5,126
87
$766K 0.13%
3,681
-92
88
$746K 0.12%
4,509
89
$729K 0.12%
13,480
-640
90
$688K 0.12%
12,450
91
$662K 0.11%
4,229
+600
92
$633K 0.11%
3,648
-576
93
$626K 0.1%
9,626
+2,868
94
$617K 0.1%
+6,400
95
$587K 0.1%
5,806
96
$578K 0.1%
10,340
97
$561K 0.09%
8,624
-223
98
$530K 0.09%
9,780
-1,500
99
$526K 0.09%
7,012
-3,426
100
$522K 0.09%
6,842
+275
2 3
4
5 6