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
51
$674K 0.72%
7,515
+591
52
$640K 0.69%
646
+10
53
$635K 0.68%
4,740
+80
54
$633K 0.68%
1,024
55
$616K 0.66%
24,513
+707
56
$609K 0.65%
27,303
-5,305
57
$603K 0.65%
2,652
-7
58
$589K 0.63%
2,259
+38
59
$588K 0.63%
9,800
+47
60
$587K 0.63%
6,896
+174
61
$585K 0.63%
11,849
+1
62
$582K 0.62%
2,081
63
$569K 0.61%
3,165
+52
64
$565K 0.61%
5,237
+169
65
$562K 0.6%
2,038
66
$551K 0.59%
28,040
+140
67
$548K 0.59%
26,740
+140
68
$536K 0.58%
4,434
69
$526K 0.56%
5,142
+460
70
$524K 0.56%
2,863
+284
71
$502K 0.54%
1,822
72
$487K 0.52%
5,968
+153
73
$474K 0.51%
11,907
+321
74
$462K 0.49%
4,121
+1
75
$458K 0.49%
20,572
1 2
3
4 5