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
$128M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$757K
2
+$732K
3
+$587K
4
AAPL icon
Apple
AAPL
+$535K
5
TOL icon
Toll Brothers
TOL
+$445K

Top Sells

1
+$1.95M
2
+$768K
3
+$675K
4
VMC icon
Vulcan Materials
VMC
+$629K
5
WM icon
Waste Management
WM
+$547K

Sector Composition

1 Communication Services 11.27%
2 Consumer Discretionary 10.78%
3 Financials 9.89%
4 Industrials 9.84%
5 Technology 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 1.23%
13,278
+1,380
27
$1.56M 1.22%
4,730
+681
28
$1.56M 1.22%
9,642
+1,546
29
$1.53M 1.2%
44,232
+17,028
30
$1.51M 1.19%
13,271
+182
31
$1.4M 1.09%
14,821
+1,832
32
$1.36M 1.07%
27,292
+1,218
33
$1.32M 1.03%
15,379
+1,329
34
$1.27M 1%
34,065
+1,302
35
$1.27M 1%
11,857
+2,210
36
$1.23M 0.96%
16,012
+596
37
$1.21M 0.95%
10,260
+1,392
38
$1.21M 0.95%
20,136
+2,988
39
$1.17M 0.91%
20,498
+1,391
40
$1.15M 0.9%
12,781
+74
41
$1.14M 0.89%
14,496
+1,287
42
$1.12M 0.88%
14,544
-204
43
$1.11M 0.87%
232,040
+53,080
44
$1.1M 0.86%
8,826
-5,043
45
$1.1M 0.86%
22,475
+676
46
$1.09M 0.85%
21,280
-776
47
$1M 0.78%
17,025
-510
48
$984K 0.77%
12,039
-1,211
49
$968K 0.76%
2,587
+278
50
$893K 0.7%
10,162
+911
1
2
3 4 5