UIM
Unified Investment Management Portfolio holdings
AUM
$100M
1-Year Est. Return
15.69%
1 Year Est. Return
+15.69%
AUM
$100M
AUM Growth
+$6.94M
(+7.4%)
Holding
139
Top Buys
| 1 | +$635K | |
| 2 | +$442K | |
| 3 | +$428K | |
| 4 |
Dollar Tree
DLTR
|
+$342K |
| 5 |
Canadian Natural Resources
CNQ
|
+$309K |
Top Sells
| 1 | +$509K | |
| 2 | +$432K | |
| 3 | +$397K | |
| 4 |
Teradata
TDC
|
+$376K |
| 5 |
SiriusXM
SIRI
|
+$373K |
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 | |
|---|---|---|---|---|---|---|
126
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
| $212K | 0.21% |
+2,227
|
|
||
127
Invesco S&P MidCap Momentum ETF
XMMO
$4.99B
| $212K | 0.21% |
1,565
|
|
||
|
128
Teradata
TDC
$2.67B
| $211K | 0.21% |
9,801
-17,502
|
|
||
129
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$58.8M
| $205K | 0.2% |
4,364
-317
|
|
||
130
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.14B
| $201K | 0.2% |
8,763
|
|
||
131
Information Services Group
III
$258M
| $183K | 0.18% |
31,874
-1,800
|
|
||
132
Evolent Health
EVH
$469M
| $92.9K | 0.09% |
10,980
|
|
||
133
Village Farms International
VFF
$457M
| $59.5K | 0.06% |
19,020
|
|
||
134
Akebia Therapeutics
AKBA
$419M
| $49.1K | 0.05% |
+18,000
|
|
||
|
CIK
135
Credit Suisse Asset Management Income Fund
CIK
$155M
| $30.3K | 0.03% |
10,345
|
|
||
136
Tilray
TLRY
$943M
| $25.9K | 0.03% |
+15,000
|
|
||
137
WisdomTree US MidCap Fund
EZM
$815M
| – | – |
-3,771
|
|
||
138
MDU Resources
MDU
$4.36B
| – | – |
-16,947
|
|
||
139
Weyerhaeuser
WY
$16B
| – | – |
-15,472
|
|