test

Keith Sanders

@First United Bank & Trust

Latest period2024 - Q4ReportedManaged Assets$275.325MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HYGVFlexshares Tr Hig Yld Vl Etf
Recent Activity
Increased 23.79%
1.15%
$3.154M
77,525 shares@ $40.68 avg price
VBRVanguard Small-cap Value Etf
Recent Activity
Increased 2.08%
0.87%
$2.391M
12,064 shares@ $198.18 avg price
CVXChevrontexaco
Recent Activity
Increased 15.2%
0.83%
$2.279M
15,735 shares@ $144.85 avg price
PULSPgim Ultra-short Bond Etf
Recent Activity
Increased 42.33%
0.8%
$2.195M
44,302 shares@ $49.55 avg price
BNDVanguard Bond Index Fund Inctotal Bd Market
Recent Activity
Increased 49.39%
0.78%
$2.128M
29,588 shares@ $71.91 avg price
ISRGIntuituve Surgical Inc
Recent Activity
Increased 1.43%
0.71%
$1.928M
3,693 shares@ $521.96 avg price
SOSouthern Co Com
Recent Activity
Increased 4.08%
0.64%
$1.749M
21,241 shares@ $82.33 avg price
FLOTIshares Floating Rate Bond
Recent Activity
Increased 14.13%
0.59%
$1.611M
31,657 shares@ $50.88 avg price
CRMSalesforce Com Inc
Recent Activity
Increased 1.69%
0.56%
$1.518M
4,539 shares@ $334.34 avg price
IBITIshares Bitcoin Trust
Recent Activity
Increased 12.7%
0.52%
$1.406M
26,495 shares@ $53.06 avg price