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
$268M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$3.54M
3
+$2.75M
4
GD icon
General Dynamics
GD
+$2.71M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.95M

Top Sells

1
+$7.5M
2
+$4.79M
3
+$3.88M
4
RS icon
Reliance Steel & Aluminium
RS
+$3.24M
5
LEN icon
Lennar Class A
LEN
+$968K

Sector Composition

1 Technology 29.31%
2 Energy 8.53%
3 Consumer Discretionary 8.35%
4 Consumer Staples 8.14%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.89M 1.45%
38,371
+547
27
$3.81M 1.42%
9,279
-326
28
$3.78M 1.41%
34,196
+16,594
29
$3.67M 1.37%
7,396
+1
30
$3.65M 1.36%
22,886
+971
31
$3.54M 1.32%
+77,104
32
$3.53M 1.31%
9,149
+200
33
$3.49M 1.3%
16,801
+1,369
34
$3.39M 1.26%
33,982
-2,132
35
$3.38M 1.26%
138,584
+8,304
36
$3.2M 1.19%
45,928
-252
37
$3.13M 1.17%
40,609
+465
38
$3.1M 1.16%
19,390
-986
39
$2.88M 1.07%
11,817
-1,819
40
$2.75M 1.02%
+16,854
41
$2.71M 1.01%
+11,881
42
$2.62M 0.98%
39,410
-1,717
43
$2.58M 0.96%
22,091
+1,010
44
$2.24M 0.84%
34,980
+1,440
45
$2.22M 0.83%
176,182
+9,282
46
$2.14M 0.8%
22,591
+687
47
$2.05M 0.76%
60,120
+5,705
48
$1.99M 0.74%
15,148
+27
49
$1.91M 0.71%
114,111
+522
50
$1.78M 0.66%
5,184
-395
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