UCMOK

United Capital Management of KS Portfolio holdings

AUM $735M
1-Year Est. Return 64.31%
This Quarter Est. Return
1 Year Est. Return
+64.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.07M
3
+$3.24M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$833K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$773K

Top Sells

1
+$9.38M
2
+$4.04M
3
+$2.37M
4
T icon
AT&T
T
+$1.86M
5
MRK icon
Merck
MRK
+$1.52M

Sector Composition

1 Technology 31.95%
2 Industrials 10.34%
3 Healthcare 8.82%
4 Consumer Discretionary 6.68%
5 Materials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.78M 1.54%
32,620
+1,101
27
$3.62M 1.48%
77,028
+7,353
28
$3.4M 1.39%
50,926
+3,259
29
$3.33M 1.36%
8,305
+758
30
$3.32M 1.36%
14,379
+1,018
31
$3.27M 1.34%
11,372
+266
32
$3.25M 1.33%
29,553
+432
33
$3.24M 1.32%
+10,852
34
$3.18M 1.3%
35,095
+906
35
$2.97M 1.21%
7,504
+419
36
$2.96M 1.21%
26,238
+980
37
$2.8M 1.14%
12,540
+153
38
$2.77M 1.13%
96,698
+5,430
39
$2.62M 1.07%
13,507
-15
40
$2.61M 1.07%
42,252
+1,068
41
$2.61M 1.07%
54,765
-9,895
42
$2.58M 1.05%
64,083
+3,729
43
$2.56M 1.04%
10,457
+191
44
$2.51M 1.02%
10,296
+610
45
$2.27M 0.93%
31,043
+4,349
46
$2.2M 0.9%
37,750
+952
47
$2.16M 0.88%
18,873
+956
48
$2.05M 0.84%
98,975
+29,537
49
$2.02M 0.82%
88,454
+2,535
50
$1.91M 0.78%
9,981
+78
1
2
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