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
$482M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$20.2M
3
+$10.3M
4
CLX icon
Clorox
CLX
+$9.17M
5
AR icon
Antero Resources
AR
+$8.53M

Top Sells

1
+$25.5M
2
+$7.35M
3
+$997K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$754K
5
PPG icon
PPG Industries
PPG
+$530K

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
– –
-599
152
– –
-2,369
153
– –
-4,859
154
– –
-2,053
3 4 5 6
7