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
$93.3M
AUM Growth
+$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$682K
2
+$300K
3
+$223K
4
DIS icon
Walt Disney
DIS
+$200K
5
VUG icon
Vanguard Growth ETF
VUG
+$198K

Top Sells

1
+$115K
2
+$37.2K
3
+$33.5K
4
AKBA icon
Akebia Therapeutics
AKBA
+$32.6K
5
BMY icon
Bristol-Myers Squibb
BMY
+$26.6K

Sector Composition

1 Technology 18.48%
2 Consumer Discretionary 11.84%
3 Financials 8.83%
4 Healthcare 6.82%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$452K 0.48%
1,908
77
$435K 0.47%
3,671
+219
78
$421K 0.45%
6,243
+40
79
$414K 0.44%
1,361
+272
80
$413K 0.44%
2,338
81
$412K 0.44%
5,822
+302
82
$401K 0.43%
2,950
-200
83
$397K 0.43%
15,472
+158
84
$392K 0.42%
968
+140
85
$386K 0.41%
6,150
86
$381K 0.41%
4,748
+35
87
$380K 0.41%
6,063
+349
88
$379K 0.41%
15,504
+46
89
$372K 0.4%
2,549
90
$368K 0.39%
758
91
$367K 0.39%
16,621
+8
92
$366K 0.39%
37,475
+130
93
$351K 0.38%
1,033
94
$350K 0.38%
7,570
-541
95
$316K 0.34%
428
+30
96
$303K 0.33%
1,634
-200
97
$301K 0.32%
7,513
-100
98
$298K 0.32%
2,850
99
$295K 0.32%
+1,890
100
$283K 0.3%
16,947
-1,994
2 3
4
5 6