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
$312M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.34M
3
+$3.85M
4
MLI icon
Mueller Industries
MLI
+$3.05M
5
AMZN icon
Amazon
AMZN
+$2.42M

Top Sells

1
+$5.75M
2
+$4.74M
3
+$4.63M
4
SMCI icon
Super Micro Computer
SMCI
+$2.95M
5
NEE icon
NextEra Energy
NEE
+$2.75M

Sector Composition

1 Technology 32.88%
2 Consumer Discretionary 13.46%
3 Industrials 8.76%
4 Healthcare 7.16%
5 Energy 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.27M 1.37%
25,811
+62
27
$4.26M 1.36%
33,308
-674
28
$4.19M 1.34%
38,473
+102
29
$4.07M 1.3%
7,560
+164
30
$3.85M 1.23%
8,647
-632
31
$3.85M 1.23%
+71,175
32
$3.81M 1.22%
59,574
+727
33
$3.79M 1.21%
28,131
+5,245
34
$3.73M 1.19%
19,388
-2
35
$3.43M 1.1%
23,479
+1,388
36
$3.4M 1.09%
143,942
+5,358
37
$3.38M 1.08%
46,335
+407
38
$3.06M 0.98%
100,961
+40,841
39
$3.05M 0.98%
+69,948
40
$3.05M 0.98%
12,173
+356
41
$3.03M 0.97%
34,920
-60
42
$2.98M 0.95%
85,180
+8,076
43
$2.92M 0.94%
38,693
-717
44
$2.84M 0.91%
187,632
+11,450
45
$2.81M 0.9%
13,058
+1,177
46
$2.79M 0.89%
17,721
+867
47
$2.3M 0.74%
4,894
-290
48
$2.06M 0.66%
23,289
+698
49
$1.98M 0.64%
14,826
-322
50
$1.91M 0.61%
31,960
+1,163
1
2
3 4