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
$84.6M
AUM Growth
-$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$691K
3
+$583K
4
UBER icon
Uber
UBER
+$516K
5
TFX icon
Teleflex
TFX
+$477K

Top Sells

1
+$993K
2
+$432K
3
+$356K
4
JPM icon
JPMorgan Chase
JPM
+$291K
5
THO icon
Thor Industries
THO
+$291K

Sector Composition

1 Technology 17.12%
2 Consumer Discretionary 12.07%
3 Financials 8.46%
4 Healthcare 7.01%
5 Communication Services 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$895K 1.06%
14,701
-500
27
$869K 1.03%
27,843
+1,195
28
$865K 1.02%
5,215
-488
29
$858K 1.01%
2,448
-128
30
$852K 1.01%
13,808
+114
31
$852K 1.01%
+9,491
32
$849K 1%
6,045
-471
33
$848K 1%
5,481
+222
34
$842K 1%
5,035
35
$839K 0.99%
29,681
-8,253
36
$803K 0.95%
2,190
-241
37
$793K 0.94%
25,386
+3,067
38
$752K 0.89%
4,194
-830
39
$733K 0.87%
32,608
+2,678
40
$727K 0.86%
6,924
+748
41
$700K 0.83%
2,600
-386
42
$691K 0.82%
+11,610
43
$676K 0.8%
29,982
+9,442
44
$651K 0.77%
20,736
-441
45
$648K 0.77%
2,659
-162
46
$630K 0.74%
23,806
+996
47
$603K 0.71%
5,068
48
$602K 0.71%
636
-75
49
$599K 0.71%
1,562
+189
50
$595K 0.7%
7,603
-703
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2
3 4 5