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Home > Institutional Investor > Unified Investment Management > Profile

Instuitional Investor - Unified Investment Management

Fund Profile
Filing Period:
Fund Name: Unified Investment Management
Portfolio Value $88,012,501
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Genuine Parts Co
 GPC 54,863 $6,405,808 7.27%
2.
Janus Detroit Str Tr
 46,473 $2,272,983 2.58%
3.
Ishares Tr
 43,862 $2,267,684 2.57%
4.
Microsoft Corp
 MSFT 5,286 $2,228,105 2.53%
5.
Ishares U S Etf Tr
 44,048 $2,224,445 2.52%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)