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
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$5.79M
3
+$4.16M
4
AAPL icon
Apple
AAPL
+$3.86M
5
WM icon
Waste Management
WM
+$3.76M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.76%
2 Industrials 11.96%
3 Communication Services 8.54%
4 Technology 8.17%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$802K 0.65%
+2,195
52
$802K 0.65%
+24,360
53
$797K 0.64%
+17,260
54
$797K 0.64%
+2,172
55
$788K 0.63%
+13,851
56
$780K 0.63%
+8,821
57
$773K 0.62%
+5,459
58
$753K 0.61%
+8,436
59
$745K 0.6%
+3,371
60
$725K 0.58%
+10,863
61
$694K 0.56%
+4,724
62
$673K 0.54%
+8,010
63
$651K 0.52%
+3,193
64
$629K 0.51%
+3,717
65
$582K 0.47%
+7,701
66
$574K 0.46%
+4,095
67
$547K 0.44%
+7,279
68
$540K 0.43%
+4,919
69
$532K 0.43%
+3,534
70
$526K 0.42%
+21,336
71
$515K 0.41%
+8,475
72
$509K 0.41%
+3,223
73
$499K 0.4%
+7,363
74
$459K 0.37%
+7,424
75
$450K 0.36%
+9,791
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3
4 5