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
$814M
AUM Growth
+$66.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$1.56M
3
+$1.24M
4
DCGO icon
DocGo
DCGO
+$1.02M
5
BLK icon
Blackrock
BLK
+$586K

Top Sells

1
+$12.7M
2
+$1.05M
3
+$1.03M
4
AMGN icon
Amgen
AMGN
+$1.01M
5
MSFT icon
Microsoft
MSFT
+$696K

Sector Composition

1 Industrials 20.42%
2 Technology 18.36%
3 Financials 10.06%
4 Healthcare 10%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$364K 0.04%
4,186
127
$363K 0.04%
4,728
-138
128
$362K 0.04%
1,018
129
$359K 0.04%
3,870
130
$357K 0.04%
8,026
131
$353K 0.04%
3,000
132
$349K 0.04%
2,700
133
$344K 0.04%
5,100
134
$342K 0.04%
6,041
135
$340K 0.04%
2,500
136
$337K 0.04%
2,208
137
$325K 0.04%
905
138
$313K 0.04%
2,000
139
$309K 0.04%
1,965
140
$298K 0.04%
2,432
141
$291K 0.04%
580
142
$291K 0.04%
351
143
$281K 0.03%
16,085
144
$269K 0.03%
1,719
145
$266K 0.03%
21,900
146
$264K 0.03%
2,200
147
$263K 0.03%
2,245
148
$263K 0.03%
22,454
149
$263K 0.03%
1,879
150
$260K 0.03%
6,250
3 4 5
6
7