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UIM
Unified Investment Management Portfolio holdings
AUM
$108M
1-Year Est. Return
26.38%
This Fund
S&P 500
This Quarter
Est. Return
+0.69%
1 Year Est. Return
+26.38%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$88M
AUM Growth
–
Cap. Flow
+$89.7M
Cap. Flow
% of AUM
101.88%
Top 10 Holdings %
Top 10 Hldgs %
28.86%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Genuine Parts
GPC
|
+$6.84M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$2.28M |
| 3 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$2.28M |
| 4 |
Microsoft
MSFT
|
+$2.25M |
| 5 |
iShares Short Maturity Bond ETF
NEAR
|
+$2.23M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.26% |
| 2 | Consumer Discretionary | 11.73% |
| 3 | Financials | 9.47% |
| 4 | Healthcare | 6.06% |
| 5 | Communication Services | 5.81% |
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FA
JCM
PCC
IPS
HPM
PCMN
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Unified Investment Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Unified Investment Management, which disclosed 112 positions worth $88M. Its ten largest holdings account for 29% of the portfolio.
Its largest position is Genuine Parts: 54,863 shares worth $6.41M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, followed by Consumer Discretionary and Financials.
- Unified Investment Management's largest Q4 2024 buy was Genuine Parts: 54,863 shares worth $6.41M.
- Unified Investment Management's ten largest holdings make up 29% of its $88M portfolio in Q4 2024.
- Unified Investment Management disclosed 112 positions in Q4 2024, its first 13F filing on record.
Based on Unified Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.