UBV

United Bank (Virginia) Portfolio holdings

AUM $757M
1-Year Est. Return 16.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$482M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$22.5M
3
+$14M
4
AR icon
Antero Resources
AR
+$13.4M
5
CLX icon
Clorox
CLX
+$9.27M

Top Sells

1
+$25.6M
2
+$7.79M
3
+$828K
4
PPG icon
PPG Industries
PPG
+$530K
5
XOM icon
Exxon Mobil
XOM
+$447K

Sector Composition

1 Industrials 18.21%
2 Healthcare 12.06%
3 Financials 10.8%
4 Technology 9.72%
5 Energy 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,697
152
– –
-599
153
– –
-2,053
154
– –
-2,369
3 4 5 6
7