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Home > Institutional Investor > Union Savings Bank > Profile

Instuitional Investor - Union Savings Bank

Fund Profile
Filing Period:
Fund Name: Union Savings Bank
Portfolio Value $176,304,922
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 32 $17,364,000 9.84%
2.
Invesco S&P 500 Quality Etf
 180,740 $9,774,354 5.54%
3.
Ishares Trust
 IEF 34,382 $9,528,513 5.4%
4.
Spdr S & P 500 Etf Trust
 SPY 19,823 $9,421,846 5.34%
5.
Vanguard Whitehall Funds
 64,775 $7,230,792 4.1%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)