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
51
$266K 0.17%
4,333
+634
52
$242K 0.15%
2,793
53
$240K 0.15%
5,024
-12
54
$222K 0.14%
1,306
55
$217K 0.13%
1,257
56
$211K 0.13%
3,515
57
$209K 0.13%
+3,270
58
$65K 0.04%
1,643
+83
59
-133