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
$176M
AUM Growth
-$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.09%
2 Industrials 19.79%
3 Healthcare 16.05%
4 Financials 15.57%
5 Consumer Discretionary 11.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$734K 0.42%
7,000