USB

Union Savings Bank Portfolio holdings

AUM $218M
1-Year Est. Return 15.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Sells

1 +$579K
2 +$418K
3 +$262K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$248K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$221K

Sector Composition

1 Financials 18.29%
2 Technology 10.71%
3 Healthcare 6.37%
4 Consumer Staples 4.11%
5 Consumer Discretionary 4.08%