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
$84.6M
AUM Growth
-$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$886K
2
+$736K
3
+$615K
4
TFX icon
Teleflex
TFX
+$559K
5
UBER icon
Uber
UBER
+$510K

Top Sells

1
+$949K
2
+$432K
3
+$416K
4
MSFT icon
Microsoft
MSFT
+$307K
5
JPM icon
JPMorgan Chase
JPM
+$303K

Sector Composition

1 Technology 17.12%
2 Consumer Discretionary 12.07%
3 Financials 8.46%
4 Healthcare 7.01%
5 Communication Services 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$412K 0.49%
4,120
-158
77
$412K 0.49%
828
+60
78
$412K 0.49%
5,714
-222
79
$404K 0.48%
758
-237
80
$399K 0.47%
2,338
-337
81
$395K 0.47%
5,520
82
$384K 0.45%
1,834
-750
83
$377K 0.45%
6,203
-194
84
$375K 0.44%
15,458
+46
85
$374K 0.44%
2,579
-87
86
$373K 0.44%
6,150
87
$363K 0.43%
4,682
-1,022
88
$357K 0.42%
37,345
+870
89
$339K 0.4%
16,613
+116
90
$338K 0.4%
2,549
-250
91
$337K 0.4%
4,713
-9
92
$320K 0.38%
18,941
-1,636
93
$317K 0.37%
+1,033
94
$307K 0.36%
7,613
+2,000
95
$305K 0.36%
1,822
-1,398
96
$301K 0.36%
2,850
97
$299K 0.35%
1,089
+18
98
$267K 0.32%
1,546
99
$266K 0.31%
923
-225
100
$251K 0.3%
+1,448
1 2 3
4
5