UIM
Unified Investment Management Portfolio holdings
AUM
$93.3M
This Quarter Return
-0.72%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$84.6M
AUM Growth
+$84.6M
(-3.9%)
Cap. Flow
-$1.53M
Cap. Flow
% of AUM
-1.81%
Top 10 Holdings %
Top 10 Hldgs %
27.56%
Holding
123
New
11
Increased
28
Reduced
59
Closed
6
Top Buys
| 1 |
Merck
MRK
|
$852K |
| 2 |
Aptiv
APTV
|
$691K |
| 3 |
Nextracker
NXT
|
$583K |
| 4 |
Uber
UBER
|
$516K |
| 5 |
Teleflex
TFX
|
$477K |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$993K |
| 2 |
CVS Health
CVS
|
$432K |
| 3 |
NVIDIA
NVDA
|
$356K |
| 4 |
JPMorgan Chase
JPM
|
$291K |
| 5 |
Thor Industries
THO
|
$291K |
Sector Composition
| 1 | Technology | 17.12% |
| 2 | Consumer Discretionary | 12.07% |
| 3 | Financials | 8.46% |
| 4 | Healthcare | 7.01% |
| 5 | Communication Services | 5.7% |
