UID

Union Investments & Development Portfolio holdings

AUM $17.3M
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.3M
AUM Growth
+$949K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$200K
2 +$93.8K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 61.65%
2 Communication Services 10.25%
3 Technology 8.61%
4 Energy 3.51%
5 Utilities 1.29%