UTC

Unified Trust Company Portfolio holdings

AUM $339M
1-Year Est. Return 28.99%
This Quarter Est. Return
1 Year Est. Return
+28.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$251K
3
+$248K
4
JPM icon
JPMorgan Chase
JPM
+$221K
5
AAPL icon
Apple
AAPL
+$201K

Top Sells

1
+$14.4K
2
+$2.06K
3
+$1.75K

Sector Composition

1 Healthcare 17.26%
2 Financials 11.23%
3 Technology 11%
4 Industrials 9.43%
5 Consumer Discretionary 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.16M 2.2%
15,215
+861
27
$3.07M 2.14%
20,834
+1,165
28
$3.05M 2.13%
72,255
+3,201
29
$2.87M 2%
119,704
+4,792
30
$2.87M 2%
11,663
+254
31
$2.54M 1.77%
16,949
32
$2.23M 1.55%
19,458
+767
33
$1.81M 1.26%
22,752
-180
34
$1.5M 1.04%
38,555
35
$1.35M 0.94%
27,556
36
$869K 0.61%
9,950
-20
37
$746K 0.52%
9,534
38
$531K 0.37%
20,607
39
$492K 0.34%
1,353
40
$374K 0.26%
10,355
41
$368K 0.26%
133
42
$320K 0.22%
2,576
43
$313K 0.22%
6,216
44
$288K 0.2%
3,968
45
$276K 0.19%
2,500
46
$215K 0.15%
1,306
47
$215K 0.15%
4,495
48
$212K 0.15%
3,774
49
$208K 0.14%
1,257
50
$46K 0.03%
1,310
+167
1
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