UIM
Unified Investment Management Portfolio holdings
AUM
$100M
1-Year Est. Return
15.69%
1 Year Est. Return
+15.69%
AUM
$93.3M
AUM Growth
+$8.66M
(+10%)
Holding
126
Top Buys
| 1 | +$692K | |
| 2 | +$295K | |
| 3 | +$238K | |
| 4 |
Airbnb
ABNB
|
+$233K |
| 5 |
Emerson Electric
EMR
|
+$226K |
Top Sells
| 1 | +$118K | |
| 2 | +$37.1K | |
| 3 | +$33.2K | |
| 4 |
Akebia Therapeutics
AKBA
|
+$32.6K |
| 5 |
Abbott
ABT
|
+$27.2K |
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
Akebia Therapeutics
AKBA
$541M
| – | – |
-17,000
|
|