UIM
Unified Investment Management Portfolio holdings
AUM
$93.3M
This Quarter Return
+0.69%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$88M
AUM Growth
–
Cap. Flow
+$88M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.86%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Genuine Parts
GPC
|
$6.41M |
| 2 |
Janus Henderson Short Duration Income ETF
VNLA
|
$2.27M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$2.27M |
| 4 |
Microsoft
MSFT
|
$2.23M |
| 5 |
iShares Short Maturity Bond ETF
NEAR
|
$2.22M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 18.26% |
| 2 | Consumer Discretionary | 11.73% |
| 3 | Financials | 9.47% |
| 4 | Healthcare | 6.06% |
| 5 | Communication Services | 5.81% |
