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UBV

United Bank (Virginia) Portfolio holdings

AUM $781M
1-Year Est. Return 27.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$555M
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$14.1M
3
+$13.2M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.53M

Top Sells

1
+$25.3M
2
+$8M
3
+$4.16M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.11M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.71M

Sector Composition

1 Industrials 16.86%
2 Financials 15.24%
3 Healthcare 10.68%
4 Technology 9.5%
5 Energy 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$241K 0.04%
+4,665
127
$241K 0.04%
2,271
-3,377
128
$237K 0.04%
4,762
-1,122
129
$237K 0.04%
+1,728
130
$232K 0.04%
21,900
131
$231K 0.04%
5,280
-13,022
132
$228K 0.04%
+1,690
133
$225K 0.04%
+2,059
134
$221K 0.04%
1,258
-333
135
$212K 0.04%
+8,251
136
– –
-5,400
137
– –
-3,719
138
– –
-2,200
139
– –
-5,735
140
– –
-4,603
141
– –
-12,988
142
– –
-3,112
143
– –
-7,131
144
– –
-7,874
145
– –
-5,788
146
– –
-3,300
147
– –
-16,200
148
– –
-7,206
149
– –
-1,377
150
– –
-10,000
3 4 5
6
7