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
$158M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$737K
3
+$674K
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$350K
5
AMZN icon
Amazon
AMZN
+$334K

Top Sells

1
+$433K
2
+$271K
3
+$258K
4
TRV icon
Travelers Companies
TRV
+$226K
5
SHW icon
Sherwin-Williams
SHW
+$213K

Sector Composition

1 Technology 14.14%
2 Financials 11.27%
3 Communication Services 10.1%
4 Consumer Discretionary 9.88%
5 Healthcare 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.66%
21,576
+691
52
$1.01M 0.64%
4,808
+429
53
$948K 0.6%
5,558
+215
54
$934K 0.59%
15,601
-1,479
55
$933K 0.59%
3,969
+136
56
$916K 0.58%
4,747
+787
57
$862K 0.55%
6,905
-298
58
$856K 0.54%
11,326
+1,467
59
$847K 0.54%
11,102
-190
60
$840K 0.53%
5,471
+1,042
61
$814K 0.52%
2,516
-62
62
$802K 0.51%
8,565
+1,105
63
$780K 0.49%
2,655
+271
64
$769K 0.49%
4,942
+697
65
$742K 0.47%
4,209
+496
66
$737K 0.47%
+19,116
67
$696K 0.44%
5,298
+544
68
$678K 0.43%
7,490
+850
69
$674K 0.43%
+31,575
70
$670K 0.42%
10,291
-668
71
$631K 0.4%
8,214
+1,392
72
$628K 0.4%
26,025
+2,394
73
$627K 0.4%
10,356
+1,344
74
$577K 0.37%
3,615
-2,714
75
$574K 0.36%
9,013
+244
1 2
3
4 5