UBV

United Bank (Virginia) Portfolio holdings

AUM $835M
1-Year Est. Return 14.61%
This Quarter Est. Return
1 Year Est. Return
+14.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.8M
AUM Growth
+$1.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$219K
3
+$78.6K
4
XOM icon
Exxon Mobil
XOM
+$38.7K
5
ABT icon
Abbott
ABT
+$26.9K

Top Sells

1
+$54.2K
2
+$22.4K
3
+$6.75K

Sector Composition

1 Technology 26.66%
2 Consumer Staples 17.05%
3 Industrials 10.1%
4 Energy 10.09%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.47M 12.49%
73,332
+644
2
$798K 6.78%
9,805
-275
3
$736K 6.25%
17,820
+589
4
$637K 5.41%
17,045
+28
5
$619K 5.26%
5,891
+42
6
$598K 5.08%
5,909
+382
7
$590K 5.01%
4,721
-54
8
$585K 4.97%
15,260
+702
9
$578K 4.91%
21,788
-2,043
10
$570K 4.84%
6,538
+13
11
$570K 4.84%
6,802
+247
12
$559K 4.75%
8,678
+116
13
$535K 4.55%
16,725
+345
14
$509K 4.32%
5,245
+113
15
$484K 4.11%
12,808
+2,080
16
$473K 4.02%
5,418
17
$472K 4.01%
21,055
+1,140
18
$423K 3.59%
+4,081
19
$344K 2.92%
12,326
+602
20
$219K 1.86%
+11,000