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
$132M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$757K
3
+$428K
4
AAPL icon
Apple
AAPL
+$307K
5
SLB icon
SLB Limited
SLB
+$240K

Top Sells

1
+$3.68M
2
+$725K
3
+$489K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$316K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$286K

Sector Composition

1 Communication Services 11.61%
2 Consumer Discretionary 11.06%
3 Financials 10.51%
4 Technology 9.91%
5 Healthcare 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$859K 0.65%
6,142
+31
52
$852K 0.64%
10,313
+151
53
$844K 0.64%
3,691
+116
54
$842K 0.64%
5,060
+98
55
$826K 0.62%
17,181
+156
56
$821K 0.62%
7,430
+55
57
$761K 0.58%
4,073
+522
58
$732K 0.55%
3,739
-10
59
$719K 0.54%
11,981
-8,155
60
$711K 0.54%
9,882
+1,508
61
$684K 0.52%
14,810
+1,275
62
$675K 0.51%
11,214
-170
63
$654K 0.49%
9,362
+379
64
$634K 0.48%
3,475
+44
65
$623K 0.47%
4,079
-3
66
$582K 0.44%
22,194
-282
67
$563K 0.43%
6,688
+248
68
$562K 0.42%
3,805
+150
69
$541K 0.41%
6,188
+174
70
$529K 0.4%
2,181
+396
71
$510K 0.39%
4,523
+152
72
$474K 0.36%
6,306
+74
73
$463K 0.35%
7,445
+356
74
$457K 0.35%
8,327
+259
75
$442K 0.33%
11,958
+353
1 2
3
4 5