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
$331M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.46M
3
+$1.86M
4
MLI icon
Mueller Industries
MLI
+$1.19M
5
AMZN icon
Amazon
AMZN
+$683K

Top Sells

1
+$3.86M
2
+$2.85M
3
+$1.06M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$457K
5
ACN icon
Accenture
ACN
+$408K

Sector Composition

1 Technology 31.35%
2 Industrials 10.68%
3 Consumer Discretionary 10.17%
4 Energy 8.29%
5 Healthcare 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.91M 1.48%
7,441
-75
27
$4.81M 1.45%
30,671
+674
28
$4.66M 1.41%
31,614
-1,258
29
$4.64M 1.4%
98,393
+25,249
30
$4.53M 1.37%
41,158
+2,259
31
$4.52M 1.37%
29,193
+1,007
32
$4.37M 1.32%
10,660
-1,116
33
$4.29M 1.3%
25,251
+1,388
34
$3.96M 1.2%
+8,452
35
$3.84M 1.16%
103,905
+940
36
$3.83M 1.16%
8,026
-345
37
$3.76M 1.14%
33,650
-910
38
$3.55M 1.07%
17,268
+601
39
$3.49M 1.06%
97,762
+5,897
40
$3.46M 1.05%
+26,784
41
$3.44M 1.04%
47,526
+800
42
$3.31M 1%
155,918
+8,996
43
$3.11M 0.94%
18,197
+1,357
44
$3.07M 0.93%
20,549
+1,597
45
$2.59M 0.78%
15,857
+778
46
$2.57M 0.78%
17,459
+1,310
47
$2.41M 0.73%
46,532
-3,061
48
$2.34M 0.71%
27,821
+3,826
49
$2.31M 0.7%
39,498
+1,432
50
$1.99M 0.6%
32,914
+1,707
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