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
$714M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$4.72M
3
+$1.39M
4
UPS icon
United Parcel Service
UPS
+$1.36M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.26M

Top Sells

1
+$42.3M
2
+$2.93M
3
+$1.04M
4
CAT icon
Caterpillar
CAT
+$862K
5
APD icon
Air Products & Chemicals
APD
+$799K

Sector Composition

1 Industrials 21.72%
2 Technology 15.7%
3 Healthcare 11.26%
4 Financials 10.75%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$475K 0.07%
4,706
-3,777
102
$469K 0.07%
1
103
$455K 0.06%
5,242
-3,692
104
$454K 0.06%
3,516
105
$429K 0.06%
3,350
106
$428K 0.06%
3,656
107
$417K 0.06%
1,800
-85
108
$395K 0.06%
+3,158
109
$394K 0.06%
1,026
-259
110
$391K 0.05%
1,770
111
$352K 0.05%
1,075
112
$351K 0.05%
1,075
-23
113
$345K 0.05%
3,410
+77
114
$335K 0.05%
5,440
+161
115
$335K 0.05%
10,815
-10,800
116
$326K 0.05%
1,879
117
$321K 0.05%
2,516
118
$315K 0.04%
905
-42
119
$298K 0.04%
563
-30
120
$298K 0.04%
3,504
+100
121
$290K 0.04%
2,208
122
$289K 0.04%
2,399
-33
123
$287K 0.04%
1,115
124
$286K 0.04%
21,900
125
$284K 0.04%
9,313
-755
3 4
5
6 7