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
$108M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.03M
3
+$524K
4
T icon
AT&T
T
+$250K
5
NEE icon
NextEra Energy
NEE
+$232K

Top Sells

1
+$2.5M
2
+$1.43M
3
+$974K
4
VMC icon
Vulcan Materials
VMC
+$478K
5
CL icon
Colgate-Palmolive
CL
+$239K

Sector Composition

1 Consumer Discretionary 12.2%
2 Communication Services 9.83%
3 Industrials 9.79%
4 Financials 9.37%
5 Technology 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 1.26%
32,763
+781
27
$1.35M 1.25%
54,618
+7,087
28
$1.29M 1.2%
11,898
+1,063
29
$1.28M 1.19%
10,132
+1,435
30
$1.22M 1.13%
13,209
+1,089
31
$1.21M 1.12%
13,089
+191
32
$1.14M 1.06%
26,074
+1,553
33
$1.12M 1.04%
12,989
+888
34
$1.11M 1.03%
15,416
+238
35
$1.1M 1.02%
12,707
+648
36
$1.07M 0.99%
8,096
+1,036
37
$1.06M 0.98%
4,049
+443
38
$1.03M 0.95%
+17,148
39
$1.02M 0.95%
14,748
-150
40
$1.01M 0.94%
14,050
+239
41
$993K 0.92%
21,799
+2,273
42
$903K 0.84%
13,250
-801
43
$886K 0.82%
8,868
+430
44
$882K 0.82%
22,056
-416
45
$845K 0.78%
27,204
+669
46
$828K 0.77%
19,107
+167
47
$823K 0.76%
17,535
+275
48
$823K 0.76%
11,283
+420
49
$811K 0.75%
9,647
+1,211
50
$791K 0.73%
3,873
+502
1
2
3 4 5