UNIFIED INVESTMENT MANAGEMENT

PrivateCIK: 2054855
Location

ATLANTA, GA

132
Positions
$97.91M
Total AUM (reported)
1.22M
Total Shares

Allocation by class

TOTAL AUM$97.91M132 positions
COM$52.86M54.0%
ISHS 1-5YR INVS$2.41M2.5%
HENDRSN SHRT ETF$2.39M2.4%
SHORT DURATION B$2.10M2.1%
INTRM GOV CR ETF$2.05M2.1%
ENHAN SHRT MA AC$2.02M2.1%
COM CL A$1.75M1.8%

Portfolio Concentration

Top 311.2%4–1014.4%11–2520.9%Rest53.5%TOP 1025.5%0%100%
Top 3$10.92M11.2%
4–10$14.09M14.4%
11–25$20.49M20.9%
Rest$52.41M53.5%

Top 3 weight

11.2%

Top 10 weight

25.5%

Voting Authority Distribution

Total shares with voting rights: 1.21M

Sole

Full voting authority

1.21M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole132
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings132
Rows:

GENUINE PARTS CO

SOLE
COM
Shares56.45K
TypeSH
Market value$5.97M
6.10%
Sole
56.45K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares14.53K
TypeSH
Market value$2.53M
2.59%
Sole
11.53K
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHS 1-5YR INVS
Shares45.91K
TypeSH
Market value$2.41M
2.46%
Sole
45.91K
Shared
0.00
None
0.00

JANUS DETROIT STR TR

SOLE
HENDRSN SHRT ETF
Shares48.95K
TypeSH
Market value$2.39M
2.44%
Sole
48.95K
Shared
0.00
None
0.00

ISHARES U S ETF TR

SOLE
SHORT DURATION B
Shares41.39K
TypeSH
Market value$2.10M
2.15%
Sole
41.39K
Shared
0.00
None
0.00

ISHARES TR

SOLE
INTRM GOV CR ETF
Shares19.20K
TypeSH
Market value$2.05M
2.09%
Sole
19.20K
Shared
0.00
None
0.00

PIMCO ETF TR

SOLE
ENHAN SHRT MA AC
Shares20.08K
TypeSH
Market value$2.02M
2.06%
Sole
20.08K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares5.34K
TypeSH
Market value$1.98M
2.02%
Sole
4.64K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares7.11K
TypeSH
Market value$1.80M
1.84%
Sole
7.11K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares8.38K
TypeSH
Market value$1.75M
1.78%
Sole
8.38K
Shared
0.00
None
0.00

SHELL PLC

SOLE
SPON ADS
Shares18.55K
TypeSH
Market value$1.73M
1.76%
Sole
18.55K
Shared
0.00
None
0.00

PACER FDS TR

SOLE
US CASH COWS 100
Shares27.27K
TypeSH
Market value$1.71M
1.74%
Sole
27.27K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares5.63K
TypeSH
Market value$1.62M
1.65%
Sole
5.63K
Shared
0.00
None
0.00

UNITED RENTALS INC

SOLE
COM
Shares2.17K
TypeSH
Market value$1.58M
1.61%
Sole
2.17K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares5.31K
TypeSH
Market value$1.56M
1.60%
Sole
5.31K
Shared
0.00
None
0.00

GENERAC HLDGS INC

SOLE
COM
Shares7.16K
TypeSH
Market value$1.40M
1.43%
Sole
7.16K
Shared
0.00
None
0.00

HALOZYME THERAPEUTICS INC

SOLE
COM
Shares21.32K
TypeSH
Market value$1.38M
1.41%
Sole
21.32K
Shared
0.00
None
0.00

PAYPAL HLDGS INC

SOLE
COM
Shares28.04K
TypeSH
Market value$1.27M
1.30%
Sole
28.04K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares5.18K
TypeSH
Market value$1.27M
1.29%
Sole
5.18K
Shared
0.00
None
0.00

QUALCOMM INC

SOLE
COM
Shares9.75K
TypeSH
Market value$1.26M
1.28%
Sole
9.75K
Shared
0.00
None
0.00

NEXTPOWER INC

SOLE
CLASS A COM
Shares10.21K
TypeSH
Market value$1.23M
1.26%
Sole
10.21K
Shared
0.00
None
0.00

MERCK & CO INC

SOLE
COM
Shares10.14K
TypeSH
Market value$1.22M
1.25%
Sole
10.14K
Shared
0.00
None
0.00

INVESCO EXCH TRD SLF IDX FD

SOLE
BULETSHS 2029
Shares62.62K
TypeSH
Market value$1.17M
1.19%
Sole
62.62K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares5.35K
TypeSH
Market value$1.11M
1.13%
Sole
5.35K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares13.02K
TypeSH
Market value$1.01M
1.03%
Sole
13.02K
Shared
0.00
None
0.00
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