UIM

Unified Investment Management Portfolio holdings

AUM $98.9M
1-Year Est. Return 16.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.3M
AUM Growth
+$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$682K
2
+$300K
3
+$223K
4
DIS icon
Walt Disney
DIS
+$200K
5
VUG icon
Vanguard Growth ETF
VUG
+$198K

Top Sells

1
+$115K
2
+$37.2K
3
+$33.5K
4
AKBA icon
Akebia Therapeutics
AKBA
+$32.6K
5
BMY icon
Bristol-Myers Squibb
BMY
+$26.6K

Sector Composition

1 Technology 18.48%
2 Consumer Discretionary 11.84%
3 Financials 8.83%
4 Healthcare 6.82%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 1.11%
5,875
+394
27
$973K 1.04%
14,017
+209
28
$969K 1.04%
14,144
+235
29
$949K 1.02%
25,005
-381
30
$906K 0.97%
4,261
+67
31
$881K 0.95%
2,483
+35
32
$878K 0.94%
28,408
+565
33
$867K 0.93%
29,951
+270
34
$840K 0.9%
5,496
+281
35
$839K 0.9%
2,629
+29
36
$830K 0.89%
6,273
+1,757
37
$822K 0.88%
12,045
+435
38
$805K 0.86%
10,165
+674
39
$803K 0.86%
2,190
40
$776K 0.83%
14,270
+442
41
$758K 0.81%
4,401
+721
42
$755K 0.81%
5,276
+241
43
$752K 0.81%
1,989
+14
44
$720K 0.77%
14,972
+271
45
$708K 0.76%
7,756
+153
46
$706K 0.76%
20,741
+5
47
$698K 0.75%
30,407
+425
48
$692K 0.74%
+10,025
49
$676K 0.72%
7,247
+162
50
$675K 0.72%
1,746
+184
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