First United Corporation Strategic Asset Allocation Index

Latest as of June 2026: 13.6%

First United Corporation strategic asset allocation index. First United Corporation (FUNC) has a Strategic Asset Allocation Index of 13.6% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $28.80 Million) total $28.80 Million, measured against net assets of $212.37 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check First United Corporation (FUNC) tangible net worth to evaluate the tangible quality of the company's equity base.

SAAI

13.6%
Strategic Assets / Net Assets

Strategic Assets

$28.80 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$212.37 Million
USD

Strategic Asset Allocation Index of First United Corporation (2000–2025)

Strategic asset allocation index of First United Corporation from 2000 to 2025. This chart shows how First United Corporation's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of June 2026, the index stands at 13.6%, representing strategic assets of $28.80 Million against net assets of $212.37 Million USD.

First United Corporation Strategic Asset Allocation Index by Year (2000–2025)

First United Corporation strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for First United Corporation from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see market cap of First United Corporation.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 11.5% $23.43 Million $- $23.43 Million $203.63 Million ▼ -139.1 pp
2024 150.6% $269.99 Million $- $269.99 Million $179.29 Million ▼ -41.8 pp
2023 192.4% $311.47 Million $- $311.47 Million $161.87 Million ▼ -71.9 pp
2022 264.3% $401.23 Million $39.68 Million $361.55 Million $151.79 Million ▼ -606.4 pp
2021 870.7% $1.24 Billion $36.94 Million $1.20 Billion $141.90 Million ▲ +615.5 pp
2020 255.2% $334.42 Million $39.27 Million $295.15 Million $131.05 Million ▼ -678.4 pp
2019 933.5% $1.18 Billion $42.84 Million $1.13 Billion $125.94 Million ▼ -36.1 pp
2018 969.6% $1.14 Billion $44.45 Million $1.09 Billion $117.07 Million ▲ +31.2 pp
2017 938.5% $1.02 Billion $41.02 Million $976.18 Million $108.39 Million ▲ +43.8 pp
2016 894.7% $1.02 Billion $38.07 Million $979.18 Million $113.70 Million ▲ +62.8 pp
2015 831.9% $1.00 Billion $32.08 Million $972.66 Million $120.77 Million ▼ -63.4 pp
2014 895.4% $975.94 Million $38.56 Million $937.38 Million $109.00 Million ▲ +62.0 pp
2013 833.3% $844.48 Million $43.94 Million $800.55 Million $101.34 Million ▼ -308.2 pp
2012 1141.5% $1.13 Billion $46.97 Million $1.08 Billion $98.91 Million ▼ -112.1 pp
2011 1253.7% $1.21 Billion $47.50 Million $1.16 Billion $96.66 Million ▲ +1219.2 pp
2010 34.4% $32.95 Million $32.95 Million $- $95.64 Million ▲ +2.9 pp
2009 31.5% $31.72 Million $31.72 Million $- $100.57 Million ▼ -11.3 pp
2008 42.8% $31.12 Million $31.12 Million $- $72.69 Million ▲ +12.8 pp
2007 30.0% $31.41 Million $31.41 Million $- $104.67 Million ▼ -0.8 pp
2006 30.8% $29.85 Million $29.85 Million $- $96.86 Million ▲ +1.4 pp
2005 29.4% $27.05 Million $27.05 Million $- $92.04 Million ▲ +2.1 pp
2004 27.2% $23.52 Million $23.52 Million $- $86.36 Million ▲ +7.5 pp
2003 19.7% $16.60 Million $16.60 Million $- $84.19 Million ▲ +3.1 pp
2002 16.6% $13.16 Million $13.16 Million $- $79.28 Million ▲ +0.4 pp
2001 16.2% $11.53 Million $11.53 Million $- $71.08 Million ▼ -0.3 pp
2000 16.5% $10.83 Million $10.83 Million $- $65.51 Million —
pp = percentage points