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
$669M
AUM Growth
+$95.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$3M
3
+$1.07M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.01M
5
AMZN icon
Amazon
AMZN
+$977K

Top Sells

1
+$3.6M
2
+$2.78M
3
+$1.48M
4
ABBV icon
AbbVie
ABBV
+$1.26M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.14M

Sector Composition

1 Industrials 17.39%
2 Technology 16.35%
3 Healthcare 11.3%
4 Financials 10.58%
5 Consumer Staples 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$368K 0.06%
+4,250
127
$365K 0.05%
1,023
+150
128
$348K 0.05%
+1
129
$345K 0.05%
3,139
+62
130
$345K 0.05%
+6,208
131
$342K 0.05%
9,745
+836
132
$339K 0.05%
+3,516
133
$339K 0.05%
3,203
-3,465
134
$334K 0.05%
2,208
-227
135
$317K 0.05%
8,406
136
$300K 0.04%
5,100
+1,100
137
$299K 0.04%
+2,500
138
$291K 0.04%
4,313
139
$287K 0.04%
800
140
$282K 0.04%
9,307
141
$280K 0.04%
1,115
142
$275K 0.04%
2,366
-3,047
143
$268K 0.04%
7,194
-5,471
144
$250K 0.04%
3,297
145
$237K 0.04%
2,459
146
$234K 0.04%
+3,386
147
$231K 0.03%
6,000
148
$230K 0.03%
1,032
-8
149
$229K 0.03%
+3,357
150
$228K 0.03%
+1,621
3 4 5
6
7