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
$714M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$4.72M
3
+$1.39M
4
UPS icon
United Parcel Service
UPS
+$1.36M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.26M

Top Sells

1
+$42.3M
2
+$2.93M
3
+$1.04M
4
CAT icon
Caterpillar
CAT
+$862K
5
APD icon
Air Products & Chemicals
APD
+$799K

Sector Composition

1 Industrials 21.72%
2 Technology 15.7%
3 Healthcare 11.26%
4 Financials 10.75%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$281K 0.04%
3,902
127
$275K 0.04%
4,758
128
$274K 0.04%
3,897
129
$270K 0.04%
2,895
-265
130
$269K 0.04%
2,310
-778
131
$267K 0.04%
5,304
132
$267K 0.04%
8,056
+30
133
$257K 0.04%
17,600
-3,720
134
$246K 0.03%
3,530
-1,282
135
$245K 0.03%
994
-1,792
136
$243K 0.03%
+2,200
137
$240K 0.03%
686
+41
138
$232K 0.03%
2,500
139
$231K 0.03%
2,500
140
$228K 0.03%
4,377
-1,907
141
$223K 0.03%
2,320
-2,814
142
$222K 0.03%
1,505
143
$220K 0.03%
650
144
$217K 0.03%
+6,223
145
$213K 0.03%
+879
146
$211K 0.03%
7,459
147
$207K 0.03%
3,517
148
$203K 0.03%
+4,919
149
$202K 0.03%
+600
150
$201K 0.03%
+3,590
3 4 5
6
7