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

Top Buys

1
+$2.8M
2
+$1.96M
3
+$1.74M
4
DGX icon
Quest Diagnostics
DGX
+$1.4M
5
TXN icon
Texas Instruments
TXN
+$1.31M

Top Sells

1
+$13.1M
2
+$1.76M
3
+$1.08M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.08M
5
T icon
AT&T
T
+$894K

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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7