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
$144M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$251K
3
+$248K
4
JPM icon
JPMorgan Chase
JPM
+$221K
5
AAPL icon
Apple
AAPL
+$201K

Top Sells

1
+$14.4K
2
+$2.06K
3
+$1.75K

Sector Composition

1 Healthcare 17.26%
2 Financials 11.23%
3 Technology 11%
4 Industrials 9.43%
5 Consumer Discretionary 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.8M 11.67%
349,356
+7,704
2
$5.25M 3.65%
39,157
+1,877
3
$5.18M 3.61%
37,232
+1,259
4
$5.06M 3.52%
25,203
+979
5
$5.01M 3.49%
101,360
+4,056
6
$4.92M 3.42%
28,180
+1,054
7
$4.74M 3.3%
42,388
+1,979
8
$4.68M 3.26%
55,620
+168
9
$4.42M 3.08%
52,797
+1,706
10
$4.39M 3.06%
22,263
+611
11
$4.22M 2.94%
17,319
+676
12
$3.94M 2.74%
27,190
+1,196
13
$3.73M 2.6%
70,540
+2,428
14
$3.68M 2.56%
48,004
+884
15
$3.61M 2.51%
27,540
+892
16
$3.55M 2.47%
54,038
+2,495
17
$3.54M 2.47%
32,328
+1,269
18
$3.54M 2.46%
43,223
+3,034
19
$3.49M 2.43%
24,979
+870
20
$3.46M 2.41%
67,976
+3,626
21
$3.38M 2.36%
71,495
+3,499
22
$3.37M 2.35%
16,409
+477
23
$3.31M 2.31%
64,672
+2,032
24
$3.23M 2.25%
10,978
-7
25
$3.21M 2.23%
29,265
+1,024
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