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
$258M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.66M
3
+$4.7M
4
AMAT icon
Applied Materials
AMAT
+$3.06M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$3.05M

Top Sells

1
+$7.22M
2
+$6.48M
3
+$4.93M
4
MCD icon
McDonald's
MCD
+$4.38M
5
DIS icon
Walt Disney
DIS
+$4.02M

Sector Composition

1 Technology 30.4%
2 Healthcare 10.76%
3 Consumer Staples 8.41%
4 Industrials 6.79%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.75%
12,788
+607
52
$1.9M 0.74%
6,621
-138
53
$1.86M 0.72%
14,337
+863
54
$1.42M 0.55%
10,623
-56
55
$1.33M 0.52%
14,159
+254
56
$1.32M 0.51%
8,310
-55
57
$1.18M 0.46%
7,714
-17
58
$1.03M 0.4%
+16,736
59
$984K 0.38%
2,739
+537
60
$931K 0.36%
9,812
-531
61
$902K 0.35%
8,566
-205
62
$868K 0.34%
11,052
+354
63
$866K 0.34%
2,127
+44
64
$818K 0.32%
7,935
-444
65
$802K 0.31%
7,979
-969
66
$618K 0.24%
10,377
+79
67
$603K 0.23%
3,176
+498
68
$547K 0.21%
+5,633
69
$544K 0.21%
7,504
-402
70
$527K 0.2%
1,563
+15
71
$477K 0.19%
19,244
-6,242
72
$462K 0.18%
6,830
+1,250
73
$442K 0.17%
4,432
-55
74
$435K 0.17%
2,406
+119
75
$389K 0.15%
9,133
+20
1 2
3
4