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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
25
2
2
1
1
1
17
1
1
FIRST UNITED BANK TRUST

Time Period2018-06-30

Total Holdings112

Total Value ($x1000)150,919
Activities
New11

Increased35

Unchanged7

Decreased59

Sold Out8

Top 10 Stock Holdingstotal 26.88%
QQQ4.56

SPY3.48

IWF3.47

VOO2.84

DVY2.77

 
VOT2.27

IWD2.03

IYW1.84

VGK1.81

JPM1.81

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
QQQ
4.56%
UNIT SER 1
SPY
3.48%
TR UNIT
IWF
3.47%
RUS 1000 GRW ETF
VOO
2.84%
SHS
DVY
2.77%
SELECT DIVID ETF
VOT
2.27%
MCAP GR IDXVIP
IWD
2.03%
RUS 1000 VAL ETF
IYW
1.84%
U.S. TECH ETF
VGK
1.81%
FTSE EUROPE ETF
JPM
1.81%
COM
LOW
1.75%
COM
AAPL
1.75%
COM
HON
1.71%
COM
JNJ
1.67%
COM
CVX
1.63%
COM
VUG
1.62%
GROWTH ETF
DHR
1.6%
COM
EFA
1.6%
MSCI EAFE ETF
PEP
1.5%
COM
BMY
1.41%
COM
DWDP
1.4%
COM
MCHP
1.4%
COM
VTV
1.38%
VALUE ETF
VZ
1.36%
COM
IWS
1.36%
RUS MDCP VAL ETF
BND
1.36%
TOTAL BND MRKT
INTC
1.34%
COM
XOM
1.33%
COM
IWP
1.21%
RUS MD CP GR ETF
CSX
1.2%
COM
PRU
1.19%
COM
BDX
1.17%
COM
XLF
1.16%
SBI INT-FINL
VBR
1.15%
SM CP VAL ETF
VO
1.13%
MID CAP ETF
IWR
1.11%
RUS MID-CAP ETF
IYH
1.09%
US HLTHCARE ETF
RSP
1.01%
S&P500 EQL WGT
D
1.01%
COM
PG
1.01%
COM
VOE
1%
MCAP VL IDXVIP
MET
0.99%
COM
CSCO
0.94%
COM
RCL
0.91%
COM
UPS
0.9%
CL B
MCD
0.87%
COM
ANET
0.86%
COM
AMGN
0.86%
COM
IYR
0.84%
U.S. REAL ES ETF
CSJ
0.84%
1-3 YR CR BD ETF
XLY
0.83%
SBI CONS DISCR
XLP
0.82%
SBI CONS STPLS
VBK
0.79%
SML CP GRW ETF
MTB
0.77%
COM
IEFA
0.74%
CORE MSCI EAFE
BABA
0.73%
SPONSORED ADS
VB
0.71%
SMALL CP ETF
SO
0.68%
COM
THO
0.66%
COM
TIP
0.64%
TIPS BD ETF
ABT
0.64%
COM
SLB
0.6%
COM
PHM
0.6%
COM
MSFT
0.58%
COM
PX
0.54%
COM
IYT
0.54%
TRANS AVG ETF
EEM
0.54%
MSCI EMG MKT ETF
SHM
0.47%
NUVN BR SHT MUNI
PZA
0.47%
NATL AMT MUNI
IWN
0.46%
RUS 2000 VAL ETF
FLOT
0.45%
FLTG RATE BD ETF
XLI
0.44%
SBI INT-INDS
GBF
0.44%
GOV/CRED BD ETF
DIS
0.43%
COM DISNEY
TTWO
0.42%
COM
XLRE
0.42%
RL EST SEL SEC
IWO
0.41%
RUS 2000 GRW ETF
CME
0.38%
COM
T
0.34%
COM
COST
0.32%
COM
IEMG
0.31%
CORE MSCI EMKT
BRK.B
0.31%
CL B NEW
NEO
0.3%
COM NEW
MA
0.28%
CL A
XLE
0.28%
SBI INT-ENERGY
PNC
0.27%
COM
CHKP
0.27%
ORD
DIA
0.26%
UT SER 1
IWM
0.26%
RUSSELL 2000 ETF
IBM
0.25%
COM
XLB
0.24%
SBI MATERIALS
PFE
0.23%
COM
PICB
0.23%
INTL CORP BD
XLU
0.22%
SBI INT-UTILS
BKLN
0.21%
SR LN ETF
IVV
0.19%
CORE S&P500 ETF
PHO
0.18%
WATER RES ETF
EOG
0.18%
COM
IJK
0.18%
S&P MC 400GR ETF
AMZN
0.18%
COM
HD
0.18%
COM
TXN
0.18%
COM
MMM
0.17%
COM
ABBV
0.16%
COM
WRK
0.15%
COM
IYZ
0.15%
U.S. TELECOM ETF
ACM
0.15%
COM
IJH
0.14%
CORE S&P MCP ETF
HYD
0.14%
HIGH YLD MUN ETF
BA
0.14%
COM
PXJ
0.14%
DYNMC OIL GAS
NEA
0.13%
COM
QQQ
4.14%
UNIT SER 1
RSP
0.98%
GUG S&P500 EQ WT
PZA
0.67%
INSUR NATL MUN
PICB
0.25%
INTL CORP BOND
BKLN
0.19%
SENIOR LN PORT
PHO
0.18%
WATER RESOURCE
PXJ
0.12%
DYN OIL SVCS
GE
0.1%
COM