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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
$667M
AUM Growth
-$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.15M
3
+$1.86M
4
DGX icon
Quest Diagnostics
DGX
+$1.44M
5
TXN icon
Texas Instruments
TXN
+$1.44M

Top Sells

1
+$14.1M
2
+$2.01M
3
+$1.17M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.12M
5
T icon
AT&T
T
+$851K

Sector Composition

1 Industrials 20.52%
2 Technology 16.74%
3 Healthcare 11.4%
4 Financials 10.28%
5 Consumer Staples 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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156
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-2,000
157
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-4,819
165
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3 4 5 6
7