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
$132M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$757K
3
+$428K
4
AAPL icon
Apple
AAPL
+$307K
5
SLB icon
SLB Limited
SLB
+$240K

Top Sells

1
+$3.68M
2
+$725K
3
+$489K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$316K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$286K

Sector Composition

1 Communication Services 11.61%
2 Consumer Discretionary 11.06%
3 Financials 10.51%
4 Technology 9.91%
5 Healthcare 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 1.29%
11,222
+442
27
$1.69M 1.27%
45,696
+1,464
28
$1.64M 1.24%
11,211
+673
29
$1.56M 1.18%
61,922
-5,606
30
$1.52M 1.15%
16,208
+1,387
31
$1.48M 1.12%
12,884
+1,027
32
$1.43M 1.08%
16,192
+813
33
$1.42M 1.08%
34,291
+226
34
$1.42M 1.07%
16,764
+752
35
$1.4M 1.06%
13,682
+411
36
$1.32M 1%
26,826
-466
37
$1.32M 1%
10,855
+595
38
$1.29M 0.98%
23,123
+648
39
$1.19M 0.9%
14,300
-244
40
$1.13M 0.86%
20,662
+164
41
$1.13M 0.85%
12,791
+10
42
$1.1M 0.83%
7,980
-846
43
$1.09M 0.82%
14,854
+358
44
$1.07M 0.81%
258,760
+26,720
45
$1.07M 0.81%
21,308
+28
46
$1.01M 0.76%
12,497
+1,191
47
$1.01M 0.76%
2,697
+110
48
$969K 0.73%
4,516
+305
49
$921K 0.7%
12,031
-8
50
$860K 0.65%
27,947
-109
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2
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