Keith Sanders

@First United Bank & Trust

Latest period2024 - Q4

Reported2d ago

Managed Assets$275.325M

Total holdings377

Assets growth rate-1.08%

Assets growth rate (2-Q avg)1.26%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in First United Bank & Trust's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 377 positions.

Assets under management

The assets under management (AUM) of First United Bank & Trust over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 275.325M in assets, with a quarterly growth rate of -1.08% and a 2-quarter average growth rate of 1.26%. The portfolio is managed by Keith Sanders, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SIRISirius Xm Holdings Inc. Recent Activity New Position	0.01%	$15,458 678 shares@ $22.8 avg price	New Position
FBCGFidelity Covington Trust Blue Chip Growth Etf Recent Activity New Position	0.01%	$11,565 250 shares@ $46.26 avg price	New Position
RIVNRivian Automotive Inc Com Cl A Recent Activity New Position	0.01%	$3,325 250 shares@ $13.3 avg price	New Position
OKLOOklo Inc. Ordinary Shares - Class A Recent Activity New Position	0.01%	$1,592 75 shares@ $21.23 avg price	New Position