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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
27
3
0
1
1
1
20
3
1
FIRST UNITED BANK TRUST

Time Period2018-12-31

Total Holdings117

Total Value ($x1000)142,559
Activities
New9

Increased56

Unchanged6

Decreased46

Sold Out12

Top 10 Stock Holdingstotal 27.67%
QQQ4.61

DVY3.27

SPY3.11

VOO3.04

VTV2.92

 
IWF2.71

VOT2.21

VUG2.09

JPM1.86

JNJ1.85

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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QQQ
4.61%
UNIT SER 1
DVY
3.27%
SELECT DIVID ETF
SPY
3.11%
TR UNIT
VOO
3.04%
SHS
VTV
2.92%
VALUE ETF
IWF
2.71%
RUS 1000 GRW ETF
VOT
2.21%
MCAP GR IDXVIP
VUG
2.09%
GROWTH ETF
JPM
1.86%
COM
JNJ
1.85%
COM
LOW
1.79%
COM
IWD
1.78%
RUS 1000 VAL ETF
DHR
1.77%
COM
HON
1.72%
COM
IYW
1.68%
U.S. TECH ETF
AAPL
1.59%
COM
PEP
1.58%
COM
VZ
1.58%
COM
CVX
1.55%
COM
BMY
1.44%
COM
INTC
1.42%
COM
CSX
1.42%
COM
MCD
1.41%
COM
BND
1.24%
TOTAL BND MRKT
PG
1.21%
COM
DWDP
1.21%
COM
XOM
1.17%
COM
BDX
1.17%
COM
D
1.15%
COM
CSJ
1.13%
1-3 YR CR BD ETF
XLF
1.1%
SBI INT-FINL
VO
1.1%
MID CAP ETF
MCHP
1.07%
COM
RSP
1.07%
S&P500 EQL WGT
IYH
1.05%
US HLTHCARE ETF
AMGN
1.05%
COM
CSCO
1.03%
COM
ABT
1.02%
COM
PRU
1.01%
COM
VBR
1.01%
SM CP VAL ETF
CME
0.99%
COM
VOE
0.99%
MCAP VL IDXVIP
MET
0.99%
COM
XLY
0.9%
SBI CONS DISCR
RCL
0.9%
COM
UPS
0.9%
CL B
IEFA
0.87%
CORE MSCI EAFE
XLP
0.83%
SBI CONS STPLS
IWR
0.81%
RUS MID-CAP ETF
IWP
0.79%
RUS MD CP GR ETF
VBK
0.78%
SML CP GRW ETF
IYR
0.78%
U.S. REAL ES ETF
VB
0.77%
SMALL CP ETF
ANET
0.76%
COM
MA
0.73%
CL A
IWS
0.7%
RUS MDCP VAL ETF
TIP
0.68%
TIPS BD ETF
MTB
0.67%
COM
EFA
0.66%
MSCI EAFE ETF
FLOT
0.65%
FLTG RATE BD ETF
MSFT
0.64%
COM
BABA
0.63%
SPONSORED ADS
SO
0.59%
COM
TTWO
0.57%
COM
IYT
0.5%
TRANS AVG ETF
XLRE
0.5%
RL EST SEL SEC
GOOGL
0.48%
CAP STK CL A
SHM
0.47%
NUVN BR SHT MUNI
XLC
0.47%
COMMUNICATION
DIS
0.46%
COM DISNEY
PZA
0.45%
NATL AMT MUNI
XLI
0.42%
SBI INT-INDS
MKC
0.4%
COM NON VTG
DIA
0.39%
UT SER 1
BRK.B
0.39%
CL B NEW
COST
0.36%
COM
GBF
0.35%
GOV/CRED BD ETF
IWN
0.34%
RUS 2000 VAL ETF
T
0.32%
COM
EOG
0.3%
COM
NEO
0.3%
COM NEW
ECL
0.3%
COM
IWO
0.29%
RUS 2000 GRW ETF
IHI
0.28%
U.S. MED DVC ETF
EEM
0.28%
MSCI EMG MKT ETF
IEMG
0.27%
CORE MSCI EMKT
CHKP
0.27%
ORD
PFE
0.27%
COM
VLO
0.26%
COM
BKLN
0.25%
SR LN ETF
PNC
0.25%
COM
SLB
0.25%
COM
XLU
0.25%
SBI INT-UTILS
IBM
0.24%
COM
ROP
0.23%
COM
XLK
0.23%
TECHNOLOGY
XLB
0.22%
SBI MATERIALS
XLE
0.2%
SBI INT-ENERGY
MMM
0.2%
COM
PHM
0.19%
COM
HBAN
0.19%
COM
PHO
0.18%
WATER RES ETF
IVV
0.18%
CORE S&P500 ETF
CRM
0.18%
COM
IWM
0.18%
RUSSELL 2000 ETF
LINDE PL...
0.18%
COMMON STOCK
BA
0.17%
COM
AMZN
0.17%
COM
PICB
0.16%
INTL CORP BD
HD
0.16%
COM
ABBV
0.16%
COM
TXN
0.15%
COM
IJK
0.15%
S&P MC 400GR ETF
MRK
0.15%
COM
VGK
0.14%
FTSE EUROPE ETF
NEA
0.1%
COM
SIRI
0.04%
COM
PX
0.52%
COM
THO
0.47%
COM
NSC
0.29%
COM
IYZ
0.16%
U.S. TELECOM ETF
MO
0.14%
COM
PXJ
0.14%
DYNMC OIL GAS
IJH
0.14%
CORE S&P MCP ETF
WRK
0.14%
COM
GOOG
0.13%
CAP STK CL C
HYD
0.13%
HIGH YLD MUN ETF
ADP
0.13%
COM
UNH
0.13%
COM