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
$108M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.03M
3
+$524K
4
T icon
AT&T
T
+$250K
5
NEE icon
NextEra Energy
NEE
+$232K

Top Sells

1
+$2.5M
2
+$1.43M
3
+$974K
4
VMC icon
Vulcan Materials
VMC
+$478K
5
CL icon
Colgate-Palmolive
CL
+$239K

Sector Composition

1 Consumer Discretionary 12.2%
2 Communication Services 9.83%
3 Industrials 9.79%
4 Financials 9.37%
5 Technology 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$789K 0.73%
27,493
+3,133
52
$737K 0.68%
12,988
-1,730
53
$713K 0.66%
6,862
-1,057
54
$693K 0.64%
7,544
-466
55
$691K 0.64%
2,142
-53
56
$675K 0.63%
15,683
+1,832
57
$653K 0.61%
5,584
+125
58
$646K 0.6%
4,925
+201
59
$620K 0.58%
9,251
+430
60
$618K 0.57%
2,309
+137
61
$599K 0.56%
4,639
+544
62
$597K 0.55%
178,960
+27,040
63
$589K 0.55%
3,683
-34
64
$561K 0.52%
3,637
+103
65
$528K 0.49%
3,359
+166
66
$525K 0.49%
10,099
+1,624
67
$512K 0.48%
8,462
+1,099
68
$486K 0.45%
3,296
+73
69
$481K 0.45%
7,719
+18
70
$474K 0.44%
10,020
+229
71
$454K 0.42%
3,925
+49
72
$435K 0.4%
20,994
-342
73
$411K 0.38%
3,388
-35
74
$396K 0.37%
5,177
+70
75
$396K 0.37%
5,278
+359
1 2
3
4 5