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
$268M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$3.54M
3
+$2.75M
4
GD icon
General Dynamics
GD
+$2.71M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.95M

Top Sells

1
+$7.5M
2
+$4.79M
3
+$3.88M
4
RS icon
Reliance Steel & Aluminium
RS
+$3.24M
5
LEN icon
Lennar Class A
LEN
+$968K

Sector Composition

1 Technology 29.31%
2 Energy 8.53%
3 Consumer Discretionary 8.35%
4 Consumer Staples 8.14%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.61%
47,467
+1,353
52
$1.43M 0.53%
12,130
+73
53
$1.42M 0.53%
89,887
-6,533
54
$1.41M 0.52%
18,526
+2,990
55
$1.33M 0.5%
30,797
+1,790
56
$1.32M 0.49%
15,241
+298
57
$1.3M 0.49%
7,977
-147
58
$1.07M 0.4%
8,368
+388
59
$737K 0.27%
8,079
-777
60
$684K 0.26%
2,075
-35
61
$639K 0.24%
8,534
+17
62
$566K 0.21%
6,212
-494
63
$508K 0.19%
5,472
-320
64
$505K 0.19%
7,254
+25
65
$432K 0.16%
7,254
+1,674
66
$421K 0.16%
1,473
-8
67
$385K 0.14%
4,228
-69
68
$383K 0.14%
1,109
-95
69
$370K 0.14%
1,199
70
$369K 0.14%
+5,454
71
$340K 0.13%
3,280
-72,282
72
$325K 0.12%
5,636
+1
73
$300K 0.11%
2,820
-265
74
$265K 0.1%
+2,415
75
$255K 0.1%
+8,913
1 2
3
4