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
$218M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$3.01M
3
+$3M
4
SHW icon
Sherwin-Williams
SHW
+$2.91M
5
VALE icon
Vale
VALE
+$1.49M

Top Sells

1
+$6.14M
2
+$5.36M
3
+$5.2M
4
LMT icon
Lockheed Martin
LMT
+$3.35M
5
AAPL icon
Apple
AAPL
+$2.72M

Sector Composition

1 Technology 31.87%
2 Healthcare 9.75%
3 Industrials 9.58%
4 Consumer Discretionary 6.83%
5 Materials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.15M 1.45%
69,675
+2,472
27
$3.12M 1.44%
11,106
+706
28
$3.01M 1.38%
47,667
+2,429
29
$3.01M 1.38%
+34,189
30
$3M 1.38%
+29,121
31
$3M 1.38%
13,361
+754
32
$2.81M 1.29%
7,547
+2,672
33
$2.74M 1.26%
12,387
-433
34
$2.7M 1.24%
25,258
+1,075
35
$2.65M 1.22%
9,610
+540
36
$2.61M 1.2%
116,185
+6,403
37
$2.56M 1.18%
13,522
-1,891
38
$2.54M 1.16%
91,268
+10,092
39
$2.51M 1.15%
9,686
+59
40
$2.5M 1.15%
7,085
+351
41
$2.38M 1.1%
64,660
-1,460
42
$2.28M 1.05%
60,354
+2,617
43
$2.26M 1.04%
10,266
-2,168
44
$2.21M 1.02%
41,184
+1,548
45
$2.12M 0.97%
17,917
+440
46
$2.02M 0.93%
26,694
+3,418
47
$1.82M 0.83%
9,903
+542
48
$1.8M 0.83%
19,287
+648
49
$1.8M 0.83%
36,798
+20,572
50
$1.7M 0.78%
23,049
+1,375
1
2
3 4