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
$88M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$2.27M
3
+$2.27M
4
MSFT icon
Microsoft
MSFT
+$2.23M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$2.22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.26%
2 Consumer Discretionary 11.73%
3 Financials 9.47%
4 Healthcare 6.06%
5 Communication Services 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.41M 7.28%
+54,863
2
$2.27M 2.58%
+46,473
3
$2.27M 2.58%
+43,862
4
$2.23M 2.53%
+5,286
5
$2.22M 2.53%
+44,048
6
$2.12M 2.41%
+21,136
7
$2.05M 2.32%
+8,167
8
$2M 2.28%
+14,925
9
$1.93M 2.19%
+18,507
10
$1.9M 2.16%
+22,294
11
$1.87M 2.13%
+8,543
12
$1.71M 1.94%
+2,422
13
$1.61M 1.83%
+6,732
14
$1.59M 1.81%
+28,225
15
$1.38M 1.57%
+24,385
16
$1.35M 1.54%
+4,049
17
$1.35M 1.54%
+8,802
18
$1.26M 1.43%
+12,636
19
$1.18M 1.34%
+6,466
20
$1.16M 1.32%
+9,135
21
$1.16M 1.32%
+16,347
22
$1.16M 1.31%
+18,451
23
$1.07M 1.22%
+58,470
24
$1.04M 1.18%
+6,516
25
$1.01M 1.15%
+6,537
1
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