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
101
$281K 0.3%
923
102
$273K 0.29%
1,546
103
$267K 0.29%
2,208
+24
104
$263K 0.28%
1,449
+1
105
$248K 0.27%
4,047
106
$247K 0.26%
1,640
107
$244K 0.26%
2,658
+2
108
$241K 0.26%
425
109
$238K 0.26%
+1,923
110
$233K 0.25%
3,771
+1
111
$229K 0.25%
1,716
112
$226K 0.24%
+1,693
113
$220K 0.24%
1,665
114
$219K 0.24%
+500
115
$219K 0.23%
1,014
116
$216K 0.23%
1,627
117
$211K 0.23%
+6,050
118
$205K 0.22%
+4,681
119
$201K 0.22%
+1,565
120
$201K 0.22%
8,763
121
$200K 0.21%
11,900
122
$162K 0.17%
33,674
-3,500
123
$124K 0.13%
10,980
124
$30.6K 0.03%
+10,345
125
$20.9K 0.02%
19,020
2 3 4
5
6