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Home > Institutional Investor > Unified Trust Company, N.a. > Profile

Instuitional Investor - Unified Trust Company, N.a.

Fund Profile
Filing Period:
Fund Name: Unified Trust Company, N.a.
Portfolio Value $0
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Core Dividend Growth
 1,458,145 $73,257,000 21.59%
2.
Vanguard Small Cap Etf
 116,825 $25,546,000 7.52%
3.
Apple Inc.
 AAPL 58,013 $8,209,000 2.41%
4.
Microsoft Corp
 MSFT 27,035 $7,622,000 2.24%
5.
Jpmorgan Chase & Co
 JPM 45,228 $7,403,000 2.18%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)