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
101
$436K 0.09%
+9,058
102
$418K 0.09%
3,636
103
$410K 0.09%
+7,206
104
$409K 0.08%
+5,504
105
$387K 0.08%
3,531
+302
106
$385K 0.08%
19,410
107
$376K 0.08%
5,735
+970
108
$375K 0.08%
3,389
109
$368K 0.08%
5,482
-2,867
110
$366K 0.08%
5,400
111
$359K 0.07%
2,830
112
$359K 0.07%
+4,216
113
$353K 0.07%
8,108
+220
114
$351K 0.07%
4,600
115
$347K 0.07%
+3,040
116
$341K 0.07%
6,575
117
$337K 0.07%
4,552
+100
118
$323K 0.07%
7,350
119
$320K 0.07%
7,287
120
$315K 0.07%
21,125
121
$306K 0.06%
+10,000
122
$303K 0.06%
3,141
123
$299K 0.06%
5,852
124
$298K 0.06%
3,337
125
$296K 0.06%
6,465
-2
3 4
5
6 7