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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
$714M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$4.66M
3
+$1.36M
4
UPS icon
United Parcel Service
UPS
+$1.36M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.3M

Top Sells

1
+$42.3M
2
+$2.97M
3
+$1.01M
4
CAT icon
Caterpillar
CAT
+$784K
5
APD icon
Air Products & Chemicals
APD
+$730K

Sector Composition

1 Industrials 21.72%
2 Technology 15.7%
3 Healthcare 11.26%
4 Financials 10.75%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$200K 0.03%
2,700
-60
152
$97.5K 0.01%
10,289
-990
153
$54.9K 0.01%
28,450
154
$19.6K ﹤0.01%
+10,300
155
$17.8K ﹤0.01%
7
156
$14.9K ﹤0.01%
+10,205
157
$13.2K ﹤0.01%
10,000
158
$2.06K ﹤0.01%
667
159
– –
-5,361
160
– –
-37,400
161
– –
-16,085
162
– –
-456
163
– –
-1,000
164
– –
-2,000
165
– –
-2,396
166
– –
-2,877
167
– –
-2,749
168
– –
-3,200
169
– –
-1,633,432
3 4 5 6
7