UIM

Unified Investment Management Portfolio holdings

AUM $97.1M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$633K
2
+$471K
3
+$427K
4
DLTR icon
Dollar Tree
DLTR
+$388K
5
DPZ icon
Domino's
DPZ
+$321K

Top Sells

1
+$551K
2
+$471K
3
+$397K
4
TDC icon
Teradata
TDC
+$377K
5
SIRI icon
SiriusXM
SIRI
+$371K

Sector Composition

1 Technology 17.92%
2 Consumer Discretionary 13.02%
3 Financials 9.56%
4 Healthcare 7.86%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$635K 0.63%
+1,119
52
$629K 0.63%
9,547
-253
53
$625K 0.62%
939
-85
54
$623K 0.62%
2,642
-10
55
$611K 0.61%
8,324
56
$606K 0.61%
14,945
+7,432
57
$594K 0.59%
642
-4
58
$590K 0.59%
12,794
-6,900
59
$590K 0.59%
5,237
60
$586K 0.59%
2,863
61
$584K 0.58%
3,064
-101
62
$578K 0.58%
28,110
+1,370
63
$578K 0.58%
2,138
+100
64
$562K 0.56%
4,434
65
$554K 0.55%
4,620
-120
66
$553K 0.55%
28,040
67
$552K 0.55%
12,611
+704
68
$536K 0.53%
21,973
-2,540
69
$534K 0.53%
10,312
-1,537
70
$524K 0.52%
3,583
+1,693
71
$519K 0.52%
4,239
+568
72
$517K 0.52%
1,567
-255
73
$507K 0.51%
1,046
+78
74
$502K 0.5%
1,973
+65
75
$468K 0.47%
20,572
1 2
3
4 5