Unified Investment Management
RIA/Wealth
Unified Investment Management is a RIA/Wealth based in Atlanta, GA led by Ryan Malec, reporting $136.2M in AUM as of Q3 2025 with 31% ETF concentration.
Managing PartnerRyan Malec
- Portfolio Value
- $100.2M
- Positions
- 136
- Top Holding
- GPC at 7.75%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Unified Investment Management's portfolio (27.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Specialty Retail Consumer Cyclical | $7.8M | 7.75% | -$35.1K Sold | 0.04% 56.0K shares | |
ETF ETF | $2.4M | 2.42% | +$213.2K Bought | — 45.7K shares | |
ETF ETF | $2.4M | 2.39% | +$161.1K Bought | — 48.7K shares | |
Software - Infrastructure Technology | $2.3M | 2.33% | -$15.5K Sold | 0.00% 4.5K shares | |
Semiconductors Technology | $2.2M | 2.16% | -$18.5K Sold | 0.00% 11.6K shares | |
ETF ETF | $2.1M | 2.12% | -$23.7K Sold | — 41.4K shares | |
ETF ETF | $2.1M | 2.05% | +$179.6K Bought | — 19.1K shares | |
Rental & Leasing Services Industrials | $2.0M | 2.04% | -$158.5K Sold | 0.00% 2.1K shares | |
ETF ETF | $2.0M | 2.01% | -$4.8K Sold | — 20.0K shares | |
Consumer Electronics Technology | $1.8M | 1.82% | -$6.4K Sold | 0.00% 7.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Unified Investment Management's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-65.99% | |
-64.1% |
Analytics
Portfolio insights and performance metrics for Unified Investment Management
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