First United Corporation (FUNC) — Strategic Asset Allocation Index
First United Corporation (FUNC) has a Strategic Asset Allocation Index of 10.0% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $19.90 Million) total $19.90 Million, measured against net assets of $199.10 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See First United Corporation net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
First United Corporation Strategic Asset Allocation Index (2000–2024)
This chart shows how First United Corporation's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of September 2025, the index stands at 10.0%, representing strategic assets of $19.90 Million against net assets of $199.10 Million USD. For live market cap and overall valuation, see First United Corporation (FUNC) market capitalisation.
Annual Strategic Asset Allocation Index for First United Corporation (2000–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for First United Corporation from 2000 to 2024, covering 25 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. See FUNC total equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (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 | — |