UBV

United Bank (Virginia) Portfolio holdings

AUM $757M
1-Year Est. Return 16.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$744M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$7.66M
3
+$1.58M
4
PACB icon
Pacific Biosciences
PACB
+$976K
5
ARRY icon
Array Technologies
ARRY
+$740K

Top Sells

1
+$6.58M
2
+$4.15M
3
+$3.17M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.78M
5
JPM icon
JPMorgan Chase
JPM
+$2.27M

Sector Composition

1 Industrials 19.13%
2 Technology 16.08%
3 Healthcare 10.75%
4 Financials 9.75%
5 Consumer Staples 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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180
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181
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-29,504
182
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183
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184
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-2,000
185
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-8,653
186
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187
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-7,000
4 5 6 7
8