UHC

Union Heritage Capital Portfolio holdings

AUM $308M
1-Year Est. Return 20.02%
This Quarter Est. Return
1 Year Est. Return
+20.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$25K

Top Sells

1 +$30.8K

Sector Composition

1 Technology 23.3%
2 Industrials 18.26%
3 Healthcare 15.98%
4 Financials 15.84%
5 Consumer Discretionary 13.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$846K 0.54%
8,525
52
$25K 0.02%
+1,000
53
$9K 0.01%
894