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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
16
1
1
FIRST UNITED BANK TRUST

Time Period2018-03-31

Total Holdings109

Total Value ($x1000)152,053
Activities
New4

Increased53

Unchanged8

Decreased44

Sold Out4

Top 10 Stock Holdingstotal 28.64%
QQQ4.14

VGK4.02

SPY3.64

IWF3.5

VOO2.65

 
DVY2.56

VOT2.18

IWD2.16

JPM1.96

EFA1.83

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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QQQ
4.14%
UNIT SER 1
VGK
4.02%
FTSE EUROPE ETF
SPY
3.64%
TR UNIT
IWF
3.5%
RUS 1000 GRW ETF
VOO
2.65%
SHS
DVY
2.56%
SELECT DIVID ETF
VOT
2.18%
MCAP GR IDXVIP
IWD
2.16%
RUS 1000 VAL ETF
JPM
1.96%
COM
EFA
1.83%
MSCI EAFE ETF
HON
1.81%
COM
JNJ
1.75%
COM
IYW
1.75%
U.S. TECH ETF
LOW
1.69%
COM
DHR
1.67%
COM
BMY
1.63%
COM
AAPL
1.62%
COM
PEP
1.52%
COM
CVX
1.47%
COM
BND
1.46%
TOTAL BND MRKT
MCHP
1.46%
COM
VUG
1.4%
GROWTH ETF
INTC
1.39%
COM
IWS
1.36%
RUS MDCP VAL ETF
DWDP
1.34%
COM
PRU
1.32%
COM
VZ
1.3%
COM
XOM
1.27%
COM
IWP
1.24%
RUS MD CP GR ETF
XLF
1.21%
SBI INT-FINL
CSX
1.17%
COM
IWR
1.1%
RUS MID-CAP ETF
BDX
1.1%
COM
IYH
1.06%
US HLTHCARE ETF
MET
1.05%
COM
VO
1.05%
MID CAP ETF
RCL
1.03%
COM
PG
1.02%
COM
D
1.02%
COM
EEM
0.99%
MSCI EMG MKT ETF
VOE
0.98%
MCAP VL IDXVIP
RSP
0.98%
GUG S&P500 EQ WT
VTV
0.97%
VALUE ETF
ANET
0.95%
COM
CSCO
0.93%
COM
UPS
0.9%
CL B
VBR
0.89%
SM CP VAL ETF
MCD
0.86%
COM
MTB
0.83%
COM
XLP
0.82%
SBI CONS STPLS
IYR
0.8%
U.S. REAL ES ETF
THO
0.79%
COM
XLY
0.78%
SBI CONS DISCR
AMGN
0.77%
COM
CSJ
0.77%
1-3 YR CR BD ETF
VBK
0.7%
SML CP GRW ETF
BABA
0.68%
SPONSORED ADS
IEFA
0.67%
CORE MSCI EAFE
PZA
0.67%
INSUR NATL MUN
SO
0.66%
COM
VB
0.61%
SMALL CP ETF
PHM
0.59%
COM
IYT
0.54%
TRANS AVG ETF
MSFT
0.53%
COM
PX
0.53%
COM
ABT
0.52%
COM
SLB
0.49%
COM
SHM
0.46%
NUVN BR SHT MUNI
XLI
0.46%
SBI INT-INDS
IWN
0.43%
RUS 2000 VAL ETF
GBF
0.41%
GOV/CRED BD ETF
DIS
0.41%
COM DISNEY
TIP
0.4%
TIPS BD ETF
T
0.39%
COM
CHKP
0.39%
ORD
IWO
0.38%
RUS 2000 GRW ETF
FLOT
0.38%
FLTG RATE BD ETF
XLRE
0.38%
RL EST SEL SEC
PNC
0.35%
COM
IEMG
0.33%
CORE MSCI EMKT
TTWO
0.33%
COM
BRK.B
0.32%
CL B NEW
COST
0.28%
COM
IBM
0.27%
COM
DIA
0.27%
UT SER 1
PICB
0.25%
INTL CORP BOND
XLE
0.24%
SBI INT-ENERGY
IWM
0.24%
RUSSELL 2000 ETF
PFE
0.23%
COM
XLU
0.22%
SBI INT-UTILS
NEO
0.21%
COM NEW
MMM
0.2%
COM
XLB
0.2%
SBI MATERIALS
BKLN
0.19%
SENIOR LN PORT
WRK
0.19%
COM
PHO
0.18%
WATER RESOURCE
IJK
0.17%
S&P MC 400GR ETF
TXN
0.17%
COM
HD
0.16%
COM
MA
0.16%
CL A
ABBV
0.16%
COM
ACM
0.14%
COM
AMZN
0.14%
COM
BA
0.14%
COM
IYZ
0.13%
U.S. TELECOM ETF
HYD
0.13%
HIGH YLD MUN ETF
NEA
0.13%
COM
PXJ
0.12%
DYN OIL SVCS
GE
0.1%
COM
EXPE
0.38%
COM NEW
KO
0.19%
COM
MO
0.15%
COM
PM
0.14%
COM