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
101
$224K 0.25%
+4,831
102
$221K 0.25%
+5,613
103
$219K 0.25%
+1,716
104
$219K 0.25%
+2,655
105
$218K 0.25%
+540
106
$215K 0.24%
+1,665
107
$205K 0.23%
+500
108
$203K 0.23%
+2,000
109
$195K 0.22%
+11,900
110
$124K 0.14%
+37,174
111
$21.9K 0.02%
+11,500
112
$14.7K 0.02%
+19,020
1 2 3 4
5