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
51
$583K 0.69%
+13,828
52
$573K 0.68%
1,024
-11
53
$570K 0.67%
3,680
-90
54
$568K 0.67%
11,848
-449
55
$547K 0.65%
27,900
56
$541K 0.64%
26,600
57
$541K 0.64%
2,038
-127
58
$539K 0.64%
4,516
59
$538K 0.64%
2,081
60
$527K 0.62%
3,113
-557
61
$526K 0.62%
9,753
-108
62
$525K 0.62%
5,815
-532
63
$518K 0.61%
2,221
-13
64
$516K 0.61%
+7,085
65
$502K 0.59%
1,975
-79
66
$500K 0.59%
4,434
67
$495K 0.58%
8,111
-16,274
68
$477K 0.56%
6,722
-2,619
69
$477K 0.56%
+3,452
70
$448K 0.53%
15,314
+1,501
71
$439K 0.52%
20,572
-300
72
$435K 0.51%
466
-124
73
$434K 0.51%
11,586
+1,053
74
$423K 0.5%
1,908
+120
75
$418K 0.49%
3,150
-100
1 2
3
4 5