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
$838M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.18M
3
+$2.53M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.46M
5
PFE icon
Pfizer
PFE
+$1.86M

Top Sells

1
+$4.42M
2
+$3.66M
3
+$3M
4
XOM icon
Exxon Mobil
XOM
+$2.69M
5
WM icon
Waste Management
WM
+$2.42M

Sector Composition

1 Industrials 24.6%
2 Technology 14.68%
3 Financials 9.63%
4 Healthcare 9.58%
5 Energy 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,642
152
– –
-826
153
– –
-3,897
154
– –
-1,800
155
– –
-11,800
3 4 5 6
7