UIM

Unified Investment Management Portfolio holdings

AUM $100M
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$2.27M
3
+$2.27M
4
MSFT icon
Microsoft
MSFT
+$2.23M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$2.22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.26%
2 Consumer Discretionary 11.73%
3 Financials 9.47%
4 Healthcare 6.06%
5 Communication Services 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$996K 1.13%
+5,259
27
$946K 1.07%
+2,431
28
$932K 1.06%
+29,930
29
$896K 1.02%
+5,024
30
$895K 1.02%
+18,725
31
$886K 1.01%
+2,986
32
$872K 0.99%
+26,648
33
$871K 0.99%
+15,201
34
$864K 0.98%
+37,934
35
$825K 0.94%
+5,703
36
$814K 0.92%
+2,576
37
$811K 0.92%
+13,694
38
$794K 0.9%
+2,821
39
$752K 0.85%
+22,319
40
$747K 0.85%
+3,220
41
$729K 0.83%
+5,035
42
$693K 0.79%
+3,770
43
$658K 0.75%
+9,341
44
$651K 0.74%
+711
45
$649K 0.74%
+2,054
46
$645K 0.73%
+6,347
47
$630K 0.72%
+5,704
48
$618K 0.7%
+21,177
49
$615K 0.7%
+8,306
50
$613K 0.7%
+6,176
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