UIM

Unified Investment Management Portfolio holdings

AUM $97.1M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$633K
2
+$471K
3
+$427K
4
DLTR icon
Dollar Tree
DLTR
+$388K
5
DPZ icon
Domino's
DPZ
+$321K

Top Sells

1
+$551K
2
+$471K
3
+$397K
4
TDC icon
Teradata
TDC
+$377K
5
SIRI icon
SiriusXM
SIRI
+$371K

Sector Composition

1 Technology 17.92%
2 Consumer Discretionary 13.02%
3 Financials 9.56%
4 Healthcare 7.86%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$456K 0.46%
3,557
+1,349
77
$449K 0.45%
3,426
+1,733
78
$447K 0.45%
1,361
79
$444K 0.44%
5,472
-591
80
$443K 0.44%
2,338
81
$442K 0.44%
+1,039
82
$440K 0.44%
3,868
-253
83
$431K 0.43%
5,767
-476
84
$428K 0.43%
+8,375
85
$427K 0.43%
2,549
86
$405K 0.4%
6,150
87
$390K 0.39%
1,098
+175
88
$386K 0.39%
5,822
89
$384K 0.38%
15,551
+47
90
$381K 0.38%
758
91
$381K 0.38%
15,571
-1,050
92
$378K 0.38%
1,634
93
$378K 0.38%
1,033
94
$356K 0.36%
2,660
-290
95
$342K 0.34%
+3,623
96
$335K 0.33%
4,048
-700
97
$335K 0.33%
14,387
-16,020
98
$314K 0.31%
428
99
$309K 0.31%
+9,673
100
$307K 0.31%
37,475
2 3
4
5 6