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
$172M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$1.11M
3
+$473K
4
AAPL icon
Apple
AAPL
+$428K
5
LIN icon
Linde
LIN
+$377K

Top Sells

1
+$1.54M
2
+$278K
3
+$239K
4
MRK icon
Merck
MRK
+$212K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$211K

Sector Composition

1 Healthcare 17.03%
2 Technology 14.56%
3 Consumer Discretionary 10.93%
4 Financials 9.67%
5 Materials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$243K 0.14%
674
52
$210K 0.12%
+3,159
53
$210K 0.12%
+665
54
$206K 0.12%
1,706
+42
55
$204K 0.12%
1,742
56
$203K 0.12%
+4,496
57
– –
-1,257
58
– –
-4,633
59
– –
-2,682
60
– –
-3,417
1 2
3