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
$728M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$9.73M
3
+$1.03M
4
MRK icon
Merck
MRK
+$988K
5
CLX icon
Clorox
CLX
+$877K

Top Sells

1
+$18.5M
2
+$7.01M
3
+$6.48M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.6M
5
CONE
CyrusOne Inc Common Stock
CONE
+$1.42M

Sector Composition

1 Industrials 18.22%
2 Technology 15.61%
3 Healthcare 10.81%
4 Financials 10.41%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$365K 0.05%
+7,000
127
$359K 0.05%
8,506
+100
128
$353K 0.05%
2,000
129
$350K 0.05%
4,645
+1,288
130
$349K 0.05%
3,516
131
$345K 0.05%
3,000
-139
132
$332K 0.05%
2,208
133
$330K 0.05%
2,500
134
$326K 0.04%
2,760
-11,898
135
$325K 0.04%
4,186
+800
136
$317K 0.04%
800
137
$313K 0.04%
5,100
138
$311K 0.04%
875
-148
139
$310K 0.04%
8,026
-1,281
140
$304K 0.04%
3,297
141
$296K 0.04%
1,115
142
$294K 0.04%
1,893
-579
143
$293K 0.04%
351
144
$291K 0.04%
4,252
-61
145
$280K 0.04%
2,459
146
$279K 0.04%
15,000
-2,125
147
$278K 0.04%
21,900
148
$277K 0.04%
+1,245
149
$270K 0.04%
22,454
150
$270K 0.04%
+4,934
4 5
6
7 8