UBV

United Bank (Virginia) Portfolio holdings

AUM $757M
1-Year Est. Return 16.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$797M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$14.1M
3
+$4.61M
4
VTV icon
Vanguard Value ETF
VTV
+$1.37M
5
AMZN icon
Amazon
AMZN
+$984K

Top Sells

1
+$31.3M
2
+$16.4M
3
+$16.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.37M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.98M

Sector Composition

1 Industrials 22.33%
2 Technology 16.43%
3 Healthcare 10.15%
4 Financials 10%
5 Energy 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-5,242
152
– –
-20,298
153
– –
-60,500
3 4 5 6
7