UBV
United Bank (Virginia) Portfolio holdings
AUM
$835M
This Quarter Return
+10.59%
1 Year Return
+14.61%
3 Year Return
+55.61%
5 Year Return
+104.58%
10 Year Return
+207.91%
AUM
$714M
AUM Growth
+$714M
(+9.8%)
Cap. Flow
+$1.31M
Cap. Flow
% of AUM
0.18%
Top 10 Holdings %
Top 10 Hldgs %
43.46%
Holding
170
New
11
Increased
46
Reduced
47
Closed
11
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$34.7M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$4.72M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.39M |
| 4 |
United Parcel Service
UPS
|
$1.36M |
| 5 |
Vanguard Growth ETF
VUG
|
$1.26M |
Top Sells
| 1 |
Schwab US TIPS ETF
SCHP
|
$42.3M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.93M |
| 3 |
Chevron
CVX
|
$1.04M |
| 4 |
Caterpillar
CAT
|
$862K |
| 5 |
Air Products & Chemicals
APD
|
$799K |
Sector Composition
| 1 | Industrials | 21.72% |
| 2 | Technology | 15.7% |
| 3 | Healthcare | 11.26% |
| 4 | Financials | 10.75% |
| 5 | Consumer Staples | 5.48% |
