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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
$577M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.44M
3
+$2.28M
4
ITW icon
Illinois Tool Works
ITW
+$263K
5
CONE
CyrusOne Inc Common Stock
CONE
+$246K

Top Sells

1
+$10.5M
2
+$7.57M
3
+$1.12M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$1.09M
5
AAPL icon
Apple
AAPL
+$1.09M

Sector Composition

1 Industrials 17.33%
2 Financials 14.46%
3 Technology 12.79%
4 Healthcare 11.94%
5 Consumer Staples 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$275K 0.05%
5,047
-2,335
127
$254K 0.04%
22,454
128
$250K 0.04%
4,665
129
$232K 0.04%
+5,236
130
$228K 0.04%
+1,113
131
$228K 0.04%
1,900
-50
132
$226K 0.04%
+1,115
133
$224K 0.04%
1,839
134
$208K 0.04%
1,519
-57
135
$207K 0.04%
+3,849
136
$202K 0.04%
+1,518
137
– –
-5,621
138
– –
-12,444
139
– –
-7,402
140
– –
0
141
– –
-1,978
142
– –
-2,216
143
– –
-200,766
144
– –
-82,670
145
– –
-7,399
146
– –
-45,929
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