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
$460M
AUM Growth
+$6.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.3M
3
+$7.69M
4
PPC icon
Pilgrim's Pride
PPC
+$6.28M
5
TJX icon
TJX Companies
TJX
+$5.8M

Top Sells

1
+$20.7M
2
+$9.43M
3
+$7.82M
4
PLTR icon
Palantir
PLTR
+$6.79M
5
MOS icon
The Mosaic Company
MOS
+$6.15M

Sector Composition

1 Technology 28.67%
2 Consumer Discretionary 12.09%
3 Industrials 9.76%
4 Energy 8.78%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.28M 1.37%
+136,316
27
$5.97M 1.3%
80,565
-22,655
28
$5.88M 1.28%
19,453
-3,271
29
$5.8M 1.26%
+49,304
30
$5.44M 1.18%
31,548
-392
31
$5.34M 1.16%
+34,582
32
$5.11M 1.11%
34,703
+395
33
$5.09M 1.11%
29,756
+723
34
$4.85M 1.05%
24,550
-3,962
35
$4.77M 1.04%
+26,272
36
$4.75M 1.03%
111,161
+2,244
37
$4.44M 0.97%
+31,235
38
$4.09M 0.89%
28,976
+792
39
$4.03M 0.88%
+13,906
40
$3.94M 0.86%
8,075
-282
41
$3.82M 0.83%
131,592
+7,953
42
$3.81M 0.83%
22,606
+14,856
43
$3.76M 0.82%
20,913
+672
44
$3.59M 0.78%
16,218
+173
45
$3.51M 0.76%
38,531
-1,992
46
$3.31M 0.72%
34,445
+2,193
47
$3.16M 0.69%
40,779
-561
48
$3M 0.65%
5,195
-478
49
$2.91M 0.63%
22,374
+1,190
50
$2.47M 0.54%
34,251
+131
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