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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
26
2
2
0
1
1
16
2
1
FIRST UNITED BANK TRUST

Time Period2017-12-31

Total Holdings109

Total Value ($x1000)153,226
Activities
New7

Increased48

Unchanged10

Decreased44

Sold Out6

Top 10 Stock Holdingstotal 28.74%
QQQ4.06

SPY3.88

VGK3.83

IWF3.5

DVY2.64

 
VOO2.58

IWD2.3

VOT2.15

HON1.9

JNJ1.9

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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QQQ
4.06%
UNIT SER 1
SPY
3.88%
TR UNIT
VGK
3.83%
FTSE EUROPE ETF
IWF
3.5%
RUS 1000 GRW ETF
DVY
2.64%
SELECT DIVID ETF
VOO
2.58%
SHS
IWD
2.3%
RUS 1000 VAL ETF
VOT
2.15%
MCAP GR IDXVIP
HON
1.9%
COM
JNJ
1.9%
COM
JPM
1.87%
COM
EFA
1.84%
MSCI EAFE ETF
LOW
1.8%
COM
IYW
1.73%
U.S. TECH ETF
PEP
1.64%
COM
AAPL
1.64%
COM
CVX
1.6%
COM
BMY
1.57%
COM
DHR
1.57%
COM
DWDP
1.53%
COM
PRU
1.45%
COM
VZ
1.44%
COM
XOM
1.43%
COM
IWS
1.42%
RUS MDCP VAL ETF
MCHP
1.39%
COM
BND
1.36%
TOTAL BND MRKT
IWP
1.24%
RUS MD CP GR ETF
D
1.21%
COM
INTC
1.19%
COM
MET
1.16%
COM
CSX
1.16%
COM
IWR
1.13%
RUS MID-CAP ETF
PG
1.13%
COM
VUG
1.1%
GROWTH ETF
IYH
1.08%
US HLTHCARE ETF
BDX
1.07%
COM
UPS
1.04%
CL B
RCL
1%
COM
XLF
1%
SBI INT-FINL
VO
0.98%
MID CAP ETF
RSP
0.97%
GUG S&P500 EQ WT
VOE
0.95%
MCAP VL IDXVIP
EEM
0.95%
MSCI EMG MKT ETF
MCD
0.94%
COM
XLP
0.87%
SBI CONS STPLS
IYR
0.87%
U.S. REAL ES ETF
ANET
0.85%
COM
VBR
0.85%
SM CP VAL ETF
THO
0.83%
COM
CSCO
0.83%
COM
AMGN
0.78%
COM
VTV
0.78%
VALUE ETF
MTB
0.75%
COM
CSJ
0.74%
1-3 YR CR BD ETF
SO
0.71%
COM
XLY
0.7%
SBI CONS DISCR
PHM
0.65%
COM
VBK
0.64%
SML CP GRW ETF
PZA
0.63%
INSUR NATL MUN
BABA
0.6%
SPONSORED ADS
PX
0.57%
COM
IYT
0.57%
TRANS AVG ETF
SLB
0.51%
COM
MSFT
0.5%
COM
VB
0.49%
SMALL CP ETF
IEFA
0.48%
CORE MSCI EAFE
XLI
0.47%
SBI INT-INDS
IWN
0.46%
RUS 2000 VAL ETF
T
0.45%
COM
DIS
0.45%
COM DISNEY
GBF
0.39%
GOV/CRED BD ETF
CHKP
0.39%
ORD
IWO
0.39%
RUS 2000 GRW ETF
EXPE
0.38%
COM NEW
FLOT
0.38%
FLTG RATE BD ETF
XLRE
0.37%
RL EST SEL SEC
TTWO
0.36%
COM
ABT
0.36%
COM
SHM
0.35%
NUVN BR SHT MUNI
PNC
0.34%
COM
BRK.B
0.32%
CL B NEW
IEMG
0.3%
CORE MSCI EMKT
IBM
0.27%
COM
DIA
0.27%
UT SER 1
COST
0.26%
COM
XLE
0.25%
SBI INT-ENERGY
PFE
0.25%
COM
PICB
0.24%
INTL CORP BOND
IWM
0.24%
RUSSELL 2000 ETF
XLU
0.23%
SBI INT-UTILS
NEO
0.23%
COM NEW
MMM
0.22%
COM
XLB
0.21%
SBI MATERIALS
TIP
0.2%
TIPS BD ETF
IJK
0.2%
S&P MC 400GR ETF
TXN
0.19%
COM
KO
0.19%
COM
BKLN
0.19%
SENIOR LN PORT
WRK
0.19%
COM
PHO
0.18%
WATER RESOURCE
HD
0.17%
COM
ABBV
0.16%
COM
MO
0.15%
COM
ACM
0.15%
COM
NEA
0.14%
COM
PM
0.14%
COM
HYD
0.13%
HIGH YLD MUN ETF
GE
0.13%
COM
PXJ
0.13%
DYN OIL SVCS
FUNC
2.19%
COM
ULTA
0.78%
COM
CBS
0.4%
CL B
CAH
0.33%
COM
ENB
0.32%
COM
EVHC
0.21%
COM