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
$185M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.62M
2 +$1.21M
3 +$485K
4
JPM icon
JPMorgan Chase
JPM
+$436K
5
MSFT icon
Microsoft
MSFT
+$409K

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.85%
2 Industrials 20.7%
3 Financials 15.1%
4 Healthcare 14.63%
5 Consumer Discretionary 12.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$784K 0.42%
7,000