UCMOK

United Capital Management of KS Portfolio holdings

AUM $638M
1-Year Est. Return 50.45%
This Quarter Est. Return
1 Year Est. Return
+50.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$5.79M
3
+$4.16M
4
AAPL icon
Apple
AAPL
+$3.86M
5
WM icon
Waste Management
WM
+$3.76M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.76%
2 Industrials 11.96%
3 Communication Services 8.54%
4 Technology 8.17%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 1.18%
+47,531
27
$1.38M 1.11%
+12,595
28
$1.32M 1.06%
+12,101
29
$1.32M 1.06%
+24,521
30
$1.32M 1.06%
+13,811
31
$1.31M 1.06%
+31,982
32
$1.29M 1.04%
+10,835
33
$1.28M 1.03%
+8,697
34
$1.22M 0.98%
+3,606
35
$1.19M 0.96%
+14,051
36
$1.1M 0.89%
+12,120
37
$1.07M 0.86%
+22,472
38
$1.04M 0.84%
+7,060
39
$1.04M 0.84%
+15,178
40
$1.03M 0.83%
+151,920
41
$998K 0.8%
+14,898
42
$995K 0.8%
+8,438
43
$974K 0.78%
+9,218
44
$966K 0.78%
+12,059
45
$931K 0.75%
+19,526
46
$895K 0.72%
+18,940
47
$843K 0.68%
+7,919
48
$842K 0.68%
+26,535
49
$830K 0.67%
+28,620
50
$823K 0.66%
+14,718
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