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UBV

United Bank (Virginia) Portfolio holdings

AUM $781M
1-Year Est. Return 27.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$555M
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$14.1M
3
+$13.2M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.53M

Top Sells

1
+$25.3M
2
+$8M
3
+$4.16M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.11M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.71M

Sector Composition

1 Industrials 16.86%
2 Financials 15.24%
3 Healthcare 10.68%
4 Technology 9.5%
5 Energy 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,916
152
– –
-3,040
153
– –
-1,729
154
– –
-38,230
155
– –
-13,922
156
– –
-4,550
157
– –
-52,185
158
– –
-9,058
3 4 5 6
7