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
$669M
AUM Growth
+$95.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$3M
3
+$1.07M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.01M
5
AMZN icon
Amazon
AMZN
+$977K

Top Sells

1
+$3.6M
2
+$2.78M
3
+$1.48M
4
ABBV icon
AbbVie
ABBV
+$1.26M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.14M

Sector Composition

1 Industrials 17.39%
2 Technology 16.35%
3 Healthcare 11.3%
4 Financials 10.58%
5 Consumer Staples 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.16M 0.17%
23,218
+3,764
77
$1.13M 0.17%
21,938
78
$1.1M 0.17%
4,576
79
$1.04M 0.16%
11,880
-1,100
80
$986K 0.15%
16,053
+2,500
81
$981K 0.15%
32,415
82
$918K 0.14%
11,072
83
$918K 0.14%
6,400
84
$875K 0.13%
5,451
+2,250
85
$863K 0.13%
5,791
86
$815K 0.12%
+8,600
87
$804K 0.12%
+3,432
88
$799K 0.12%
5,383
+1,800
89
$792K 0.12%
+8,653
90
$759K 0.11%
10,617
+290
91
$751K 0.11%
3,857
92
$726K 0.11%
6,567
93
$710K 0.11%
20,405
-5,607
94
$696K 0.1%
+2,666
95
$694K 0.1%
5,766
+2,339
96
$669K 0.1%
8,668
-200
97
$659K 0.1%
3,230
+2,000
98
$650K 0.1%
+5,000
99
$639K 0.1%
3,636
100
$637K 0.1%
3,771
+1,150
2 3
4
5 6