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
$760M
AUM Growth
-$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.25M
3
+$2.19M
4
APD icon
Air Products & Chemicals
APD
+$2.01M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.96M

Top Sells

1
+$7.15M
2
+$2.53M
3
+$2.53M
4
CVX icon
Chevron
CVX
+$2.32M
5
UNP icon
Union Pacific
UNP
+$1.5M

Sector Composition

1 Industrials 20.12%
2 Technology 17.99%
3 Financials 10.08%
4 Healthcare 9.99%
5 Energy 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$529K 0.07%
1
102
$518K 0.07%
2,439
103
$492K 0.06%
3,656
104
$491K 0.06%
16,085
105
$466K 0.06%
3,516
106
$464K 0.06%
1,770
107
$458K 0.06%
4,410
+540
108
$458K 0.06%
9,222
-900
109
$453K 0.06%
16,600
110
$452K 0.06%
996
111
$449K 0.06%
1,018
112
$426K 0.06%
4,533
-400
113
$416K 0.05%
3,000
114
$415K 0.05%
1,800
115
$397K 0.05%
3,350
116
$385K 0.05%
4,698
-30
117
$367K 0.05%
+5,279
118
$361K 0.05%
5,441
-3,445
119
$352K 0.05%
6,184
-2,007
120
$345K 0.05%
5,100
121
$343K 0.05%
2,700
122
$339K 0.04%
9,313
123
$334K 0.04%
2,000
124
$331K 0.04%
8,026
125
$324K 0.04%
905
3 4
5
6 7