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
$128M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$757K
2
+$732K
3
+$587K
4
AAPL icon
Apple
AAPL
+$535K
5
TOL icon
Toll Brothers
TOL
+$445K

Top Sells

1
+$1.95M
2
+$768K
3
+$675K
4
VMC icon
Vulcan Materials
VMC
+$629K
5
WM icon
Waste Management
WM
+$547K

Sector Composition

1 Communication Services 11.27%
2 Consumer Discretionary 10.78%
3 Financials 9.89%
4 Industrials 9.84%
5 Technology 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$887K 0.69%
4,211
+338
52
$885K 0.69%
28,056
+563
53
$820K 0.64%
6,111
+527
54
$811K 0.64%
4,962
+37
55
$806K 0.63%
11,306
+23
56
$765K 0.6%
7,375
-169
57
$725K 0.57%
1,932
-210
58
$713K 0.56%
3,575
-108
59
$692K 0.54%
3,749
+453
60
$650K 0.51%
11,384
-1,604
61
$642K 0.5%
3,551
+869
62
$630K 0.49%
4,082
+445
63
$620K 0.49%
3,431
+72
64
$617K 0.48%
8,983
+521
65
$604K 0.47%
13,535
+3,436
66
$594K 0.47%
22,476
+1,482
67
$591K 0.46%
8,374
+2,708
68
$565K 0.44%
6,440
+1,162
69
$516K 0.4%
4,371
+446
70
$514K 0.4%
3,655
-984
71
$507K 0.4%
6,014
+837
72
$496K 0.39%
4,532
-2,330
73
$459K 0.36%
7,089
-630
74
$449K 0.35%
6,232
+956
75
$445K 0.35%
+11,605
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3
4 5