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
$193M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$276K
2 +$69K

Top Sells

1 +$298K
2 +$76.3K

Sector Composition

1 Technology 24.91%
2 Industrials 20.69%
3 Healthcare 15.55%
4 Financials 15.31%
5 Consumer Discretionary 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$754K 0.39%
7,000
52
$276K 0.14%
+3,358
53
$69K 0.04%
+5,250