UIM

Underhill Investment Management Portfolio holdings

AUM $189M
1-Year Est. Return 5.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.81M
3
+$2.83M
4
CME icon
CME Group
CME
+$1.67M
5
IBKR icon
Interactive Brokers
IBKR
+$167K

Top Sells

1
+$2.94M
2
+$1.7M
3
+$1.54M
4
GNTX icon
Gentex
GNTX
+$1.52M
5
FAF icon
First American
FAF
+$788K

Sector Composition

1 Financials 24.07%
2 Industrials 21.04%
3 Consumer Staples 13.15%
4 Technology 12.15%
5 Consumer Discretionary 11.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-207,000
1
2