UTC

Unified Trust Company Portfolio holdings

AUM $339M
1-Year Est. Return 28.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$307M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$67.3M
2 +$5.59M
3 +$5.56M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$5.39M
5
CMI icon
Cummins
CMI
+$4.82M

Top Sells

1 +$2.15M
2 +$1.14M
3 +$1.04M
4
SYK icon
Stryker
SYK
+$719K
5
LIN icon
Linde
LIN
+$550K

Sector Composition

1 Technology 10.97%
2 Healthcare 9.81%
3 Financials 8.88%
4 Industrials 8.32%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$208K 0.07%
+526
77
$189K 0.06%
1,706
78
-3,159