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
126
-17,000