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
$437M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$13.2M
3
+$6.91M
4
AKAM icon
Akamai
AKAM
+$5.38M
5
MOS icon
The Mosaic Company
MOS
+$3.79M

Top Sells

1
+$13.7M
2
+$6.04M
3
+$4.97M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.81M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$721K

Sector Composition

1 Technology 31.63%
2 Industrials 9.6%
3 Energy 8.83%
4 Consumer Discretionary 8.49%
5 Healthcare 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.14M 1.41%
22,013
+1,504
27
$5.46M 1.25%
101,327
+2,934
28
$5.38M 1.23%
+49,493
29
$5.32M 1.22%
7,261
-180
30
$5.16M 1.18%
28,340
-853
31
$5.11M 1.17%
26,528
+2,127
32
$4.81M 1.1%
42,352
+1,194
33
$4.67M 1.07%
26,708
+1,457
34
$4.52M 1.04%
31,828
+214
35
$4.37M 1%
32,940
-710
36
$4.32M 0.99%
9,015
+563
37
$4.26M 0.98%
27,798
+1,014
38
$4.26M 0.98%
9,591
-1,069
39
$4.2M 0.96%
107,839
+3,934
40
$4.17M 0.96%
17,166
-102
41
$4.06M 0.93%
25,763
+5,214
42
$3.92M 0.9%
166,502
+10,584
43
$3.72M 0.85%
53,094
+5,568
44
$3.69M 0.85%
+20,724
45
$3.5M 0.8%
6,655
-1,371
46
$3.27M 0.75%
18,119
+660
47
$3.19M 0.73%
19,801
+1,604
48
$3.04M 0.7%
15,899
+42
49
$2.9M 0.66%
42,869
-3,663
50
$2.79M 0.64%
40,916
+1,418
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