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
$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
126
$284K 0.06%
3,800
127
$283K 0.06%
3,426
128
$282K 0.06%
7,026
+419
129
$280K 0.06%
2,427
130
$274K 0.06%
+3,300
131
$273K 0.06%
5,788
+46
132
$269K 0.06%
2,916
133
$264K 0.05%
1,166
+345
134
$260K 0.05%
1,770
135
$257K 0.05%
3,370
136
$245K 0.05%
3,719
-719
137
$240K 0.05%
1,591
+63
138
$238K 0.05%
2,093
139
$231K 0.05%
+1,729
140
$230K 0.05%
+4,603
141
$226K 0.05%
7,874
142
$224K 0.05%
1,185
143
$215K 0.04%
7,131
144
$215K 0.04%
+21,900
145
$214K 0.04%
3,112
146
$213K 0.04%
5,884
-335
147
$212K 0.04%
1,377
148
$208K 0.04%
4,612
-38
149
– –
-2,047
150
– –
-3,697
3 4 5
6
7