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
$337M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$983K
2 +$488K
3 +$461K
4
TJX icon
TJX Companies
TJX
+$440K
5
MA icon
Mastercard
MA
+$436K

Top Sells

1 +$215K
2 +$205K
3 +$17.5K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14K

Sector Composition

1 Technology 11.46%
2 Healthcare 9.69%
3 Financials 9.09%
4 Consumer Discretionary 8.42%
5 Industrials 8.15%