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
1
$6.83M 7.32%
56,267
+140
2
$2.26M 2.42%
4,537
+5
3
$2.23M 2.39%
45,398
+20
4
$2.2M 2.36%
41,665
+34
5
$2.14M 2.29%
41,891
+13
6
$2.01M 2.16%
20,035
-19
7
$1.86M 2%
17,432
+4
8
$1.85M 1.98%
11,718
+76
9
$1.76M 1.89%
8,016
+161
10
$1.74M 1.86%
2,309
+20
11
$1.71M 1.84%
23,075
+478
12
$1.67M 1.79%
5,748
+203
13
$1.57M 1.69%
9,879
+272
14
$1.5M 1.6%
27,138
-15
15
$1.47M 1.58%
7,184
+228
16
$1.34M 1.43%
18,996
+269
17
$1.31M 1.41%
12,046
+1
18
$1.23M 1.31%
5,988
+32
19
$1.21M 1.29%
7,326
+65
20
$1.15M 1.24%
22,194
+847
21
$1.11M 1.2%
59,620
+150
22
$1.1M 1.18%
7,714
+633
23
$1.06M 1.13%
3,875
+56
24
$1.05M 1.12%
6,045
25
$1.04M 1.12%
19,694
+548
1
2 3 4 5