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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
$747M
AUM Growth
+$3.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.96M
3
+$9.51M
4
GD icon
General Dynamics
GD
+$9.22M
5
BLK icon
Blackrock
BLK
+$9.13M

Top Sells

1
+$14.7M
2
+$13.9M
3
+$13.5M
4
PACB icon
Pacific Biosciences
PACB
+$1.17M
5
WFG icon
West Fraser Timber
WFG
+$615K

Sector Composition

1 Industrials 19.85%
2 Technology 17.5%
3 Financials 11.1%
4 Healthcare 9.61%
5 Consumer Staples 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$254K 0.03%
21,900
152
$253K 0.03%
+1,965
153
$253K 0.03%
22,454
154
$248K 0.03%
2,245
155
$228K 0.03%
1,879
156
$227K 0.03%
580
+50
157
$224K 0.03%
4,819
158
$221K 0.03%
2,975
159
$207K 0.03%
1,850
-945
160
$55K 0.01%
+11,200
161
– –
-2,433
162
– –
-33,558
163
– –
-8,586
164
– –
-15,000
165
– –
-35,100
166
– –
-2,102
167
– –
-2,645
168
– –
-1,055
169
– –
-290,224
170
– –
-1,746
3 4 5 6
7