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

Top Buys

1
+$852K
2
+$691K
3
+$583K
4
UBER icon
Uber
UBER
+$516K
5
TFX icon
Teleflex
TFX
+$477K

Top Sells

1
+$993K
2
+$432K
3
+$356K
4
JPM icon
JPMorgan Chase
JPM
+$291K
5
THO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$249K 0.29%
+2,184
102
$244K 0.29%
2,656
+1
103
$240K 0.28%
4,047
104
$229K 0.27%
398
105
$227K 0.27%
+425
106
$225K 0.27%
3,770
-2,548
107
$221K 0.26%
1,716
108
$218K 0.26%
1,627
-108
109
$210K 0.25%
1,665
110
$208K 0.25%
1,640
111
$202K 0.24%
1,014
-14
112
$201K 0.24%
+8,763
113
$197K 0.23%
11,900
114
$145K 0.17%
37,174
115
$104K 0.12%
+10,980
116
$32.6K 0.04%
17,000
+5,500
117
$11.5K 0.01%
19,020
118
– –
-2,000
119
– –
-500
120
– –
-540
121
– –
-3,039
122
– –
-4,831
123
– –
-9,634
1 2 3 4
5