UTC
Unified Trust Company Portfolio holdings
AUM
$339M
1-Year Est. Return
28.99%
This Fund
S&P 500
1 Year Est. Return
+28.99%
AUM
$337M
AUM Growth
+$30.5M
(+9.9%)
Holding
82
Top Buys
| 1 | +$967K | |
| 2 | +$445K | |
| 3 | +$444K | |
| 4 |
Linde
LIN
|
+$437K |
| 5 |
Microsoft
MSFT
|
+$433K |
Top Sells
| 1 | +$215K | |
| 2 | +$200K | |
| 3 | +$17.7K | |
| 4 |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Alphabet (Google) Class C
GOOG
$3.61T
| $241K | 0.07% |
+1,920
|
|
||
77
Cisco
CSCO
$315B
| $238K | 0.07% |
4,496
|
|
||
78
Automatic Data Processing
ADP
$82.3B
| $233K | 0.07% |
1,172
|
|
||
79
State Street SPDR S&P 500 ETF Trust
SPY
$662B
| $225K | 0.07% |
526
|
|
||
80
Bristol-Myers Squibb
BMY
$120B
| $211K | 0.06% |
+3,159
|
|
||
81
Inovio Pharmaceuticals
INO
$78.1M
| $197K | 0.06% |
1,772
+66
|
|
||
82
Intel
INTC
$254B
| – | – |
-3,373
|
|