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
$258M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.66M
3
+$4.7M
4
AMAT icon
Applied Materials
AMAT
+$3.06M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$3.05M

Top Sells

1
+$7.22M
2
+$6.48M
3
+$4.93M
4
MCD icon
McDonald's
MCD
+$4.38M
5
DIS icon
Walt Disney
DIS
+$4.02M

Sector Composition

1 Technology 30.4%
2 Healthcare 10.76%
3 Consumer Staples 8.41%
4 Industrials 6.79%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.27M 1.66%
86,076
+2,469
27
$4.18M 1.62%
7,263
-23
28
$4.15M 1.61%
35,065
+1,274
29
$4.11M 1.59%
39,588
-2,484
30
$3.89M 1.51%
8,545
+538
31
$3.81M 1.48%
196,122
+34,633
32
$3.62M 1.41%
42,755
+3,740
33
$3.59M 1.39%
21,439
+666
34
$3.44M 1.33%
89,543
+4,486
35
$3.39M 1.32%
117,144
+5,671
36
$3.2M 1.24%
20,687
+298
37
$3.09M 1.2%
26,686
+3,064
38
$3.06M 1.19%
+23,181
39
$3.05M 1.18%
44,565
-1,095
40
$2.96M 1.15%
+47,212
41
$2.94M 1.14%
30,532
+2,610
42
$2.91M 1.13%
21,437
+2,415
43
$2.7M 1.05%
13,341
-94
44
$2.6M 1.01%
86,434
+4,611
45
$2.59M 1%
45,663
+1,658
46
$2.35M 0.91%
11,197
-368
47
$2.05M 0.8%
20,548
+575
48
$1.96M 0.76%
27,278
+710
49
$1.95M 0.76%
31,010
+1,060
50
$1.94M 0.75%
97,008
+414
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