UCMOK

United Capital Management of KS Portfolio holdings

AUM $735M
1-Year Est. Return 64.31%
This Quarter Est. Return
1 Year Est. Return
+64.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$3.01M
3
+$3M
4
SHW icon
Sherwin-Williams
SHW
+$2.91M
5
VALE icon
Vale
VALE
+$1.49M

Top Sells

1
+$6.14M
2
+$5.36M
3
+$5.2M
4
LMT icon
Lockheed Martin
LMT
+$3.35M
5
AAPL icon
Apple
AAPL
+$2.72M

Sector Composition

1 Technology 31.87%
2 Healthcare 9.75%
3 Industrials 9.58%
4 Consumer Discretionary 6.83%
5 Materials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.71%
12,150
-420
52
$1.49M 0.69%
+85,919
53
$1.41M 0.65%
69,438
+20,006
54
$1.25M 0.58%
6,704
-105
55
$1.09M 0.5%
23,580
+2,350
56
$1.06M 0.49%
10,823
-280
57
$1.06M 0.49%
12,270
-615
58
$1M 0.46%
9,817
+530
59
$989K 0.45%
12,151
+809
60
$973K 0.45%
37,926
-17,218
61
$969K 0.45%
7,514
+235
62
$913K 0.42%
6,885
+940
63
$877K 0.4%
9,994
-204
64
$847K 0.39%
4,276
-279
65
$788K 0.36%
8,892
-97
66
$773K 0.36%
2,102
+3
67
$760K 0.35%
14,570
-500
68
$537K 0.25%
8,638
-1,331
69
$508K 0.23%
5,136
+1,218
70
$503K 0.23%
2,259
+402
71
$478K 0.22%
2,989
+112
72
$451K 0.21%
4,070
+790
73
$448K 0.21%
2,705
+532
74
$434K 0.2%
5,798
-1,631
75
$408K 0.19%
7,955
-11,535
1 2
3
4