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
$161M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$714K
2
+$209K
3
+$208K
4
TFC icon
Truist Financial
TFC
+$111K
5
HD icon
Home Depot
HD
+$63.5K

Top Sells

1
+$344K
2
+$77.8K
3
+$67.7K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$66.4K
5
UNH icon
UnitedHealth
UNH
+$58.8K

Sector Composition

1 Healthcare 17.89%
2 Technology 12.07%
3 Financials 9.86%
4 Industrials 8.2%
5 Materials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.16M 1.96%
10,751
+137
27
$3.15M 1.95%
14,999
+97
28
$2.96M 1.84%
20,096
+43
29
$2.94M 1.82%
42,085
-410
30
$2.87M 1.78%
14,851
+137
31
$2.77M 1.72%
10,444
+48
32
$2.77M 1.72%
11,484
+864
33
$2.71M 1.68%
16,543
-406
34
$2.54M 1.58%
19,799
+215
35
$1.96M 1.22%
22,948
-128
36
$1.6M 0.99%
28,353
+1,979
37
$1.5M 0.93%
36,370
-60
38
$922K 0.57%
9,937
-13
39
$825K 0.51%
9,843
40
$714K 0.44%
+4,477
41
$505K 0.31%
1,553
42
$497K 0.31%
20,607
43
$448K 0.28%
2,270
44
$425K 0.26%
10,355
45
$351K 0.22%
3,968
46
$343K 0.21%
8,682
47
$342K 0.21%
5,717
-1,300
48
$340K 0.21%
2,826
+250
49
$328K 0.2%
5,953
-164
50
$315K 0.2%
2,400
1
2
3