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
$84.6M
AUM Growth
-$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$691K
3
+$583K
4
UBER icon
Uber
UBER
+$516K
5
TFX icon
Teleflex
TFX
+$477K

Top Sells

1
+$993K
2
+$432K
3
+$356K
4
JPM icon
JPMorgan Chase
JPM
+$291K
5
THO icon
Thor Industries
THO
+$291K

Sector Composition

1 Technology 17.12%
2 Consumer Discretionary 12.07%
3 Financials 8.46%
4 Healthcare 7.01%
5 Communication Services 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.69M 7.9%
56,127
+1,264
2
$2.23M 2.64%
45,378
-1,095
3
$2.18M 2.58%
41,631
-2,231
4
$2.13M 2.52%
41,878
-2,170
5
$2.02M 2.38%
20,054
-1,082
6
$1.85M 2.18%
17,428
-1,079
7
$1.7M 2.01%
4,532
-754
8
$1.55M 1.83%
6,956
-1,211
9
$1.49M 1.77%
7,855
-688
10
$1.49M 1.76%
27,153
-1,072
11
$1.48M 1.74%
9,607
+805
12
$1.47M 1.74%
22,597
+303
13
$1.43M 1.7%
2,289
-133
14
$1.37M 1.62%
18,727
+276
15
$1.36M 1.61%
21,347
+2,622
16
$1.36M 1.61%
5,545
-1,187
17
$1.26M 1.49%
11,642
-3,283
18
$1.13M 1.33%
12,045
-591
19
$1.11M 1.31%
7,261
-1,874
20
$1.1M 1.3%
59,470
+1,000
21
$1.07M 1.26%
19,146
+5,536
22
$1.02M 1.21%
3,819
-230
23
$1.02M 1.2%
5,956
-510
24
$930K 1.1%
13,909
-2,438
25
$897K 1.06%
7,081
+544
1
2 3 4 5