We are live on ! Find out more
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
$728M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$9.29M
3
+$991K
4
D icon
Dominion Energy
D
+$983K
5
CLX icon
Clorox
CLX
+$875K

Top Sells

1
+$19.1M
2
+$6.76M
3
+$6.16M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.6M
5
CONE
CyrusOne Inc Common Stock
CONE
+$1.46M

Sector Composition

1 Industrials 18.22%
2 Technology 15.61%
3 Healthcare 10.81%
4 Financials 10.41%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-4,244
177
– –
-2,366
178
– –
-40,332
179
– –
-10,195
180
– –
-9,745
181
– –
-12,721
182
– –
-6,567
183
– –
-789
184
– –
-3,203
185
– –
-6,567
4 5 6 7
8