USB

Union Savings Bank Portfolio holdings

AUM $218M
1-Year Est. Return 15.7%
This Quarter Est. Return
1 Year Est. Return
+15.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1 +$2.31M
2 +$1.69M
3 +$482K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$303K
5
GEV icon
GE Vernova
GEV
+$232K

Top Sells

1 +$502K
2 +$400K
3 +$316K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$314K
5
DHR icon
Danaher
DHR
+$312K

Sector Composition

1 Financials 16.33%
2 Technology 12.23%
3 Healthcare 5.28%
4 Industrials 4.02%
5 Consumer Discretionary 4%