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
$88M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$2.27M
3
+$2.27M
4
MSFT icon
Microsoft
MSFT
+$2.23M
5
NEAR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$430K 0.49%
+1,788
77
$419K 0.48%
+6,397
78
$414K 0.47%
+4,278
79
$400K 0.45%
+768
80
$395K 0.45%
+6,318
81
$389K 0.44%
+13,813
82
$373K 0.42%
+15,412
83
$373K 0.42%
+6,150
84
$371K 0.42%
+20,577
85
$368K 0.42%
+3,250
86
$357K 0.41%
+4,722
87
$344K 0.39%
+5,520
88
$343K 0.39%
+36,475
89
$324K 0.37%
+2,799
90
$320K 0.36%
+16,497
91
$310K 0.35%
+1,071
92
$304K 0.35%
+2,850
93
$291K 0.33%
+3,039
94
$278K 0.32%
+1,148
95
$262K 0.3%
+1,546
96
$257K 0.29%
+4,047
97
$233K 0.26%
+398
98
$229K 0.26%
+1,640
99
$228K 0.26%
+1,735
100
$227K 0.26%
+1,028
1 2 3
4
5