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
$151M
AUM Growth
-$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.81%
2 Industrials 18.68%
3 Healthcare 15.75%
4 Financials 15.56%
5 Consumer Discretionary 13.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$815K 0.54%
8,525
52
$29K 0.02%
1,000
53
$7K ﹤0.01%
894