First United Corporation (FUNC) — Strategic Asset Allocation Index

Latest as of September 2025: 10.0%

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.

SAAI

10.0%
Strategic Assets / Net Assets

Strategic Assets

$19.90 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$199.10 Million
USD

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. Explore First United Corporation cash conversion from operations to assess how effectively this company generates cash.

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. For the full company profile including market capitalisation, see FUNC stock market capitalisation.

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
pp = percentage points