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
$312M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.34M
3
+$3.85M
4
MLI icon
Mueller Industries
MLI
+$3.05M
5
AMZN icon
Amazon
AMZN
+$2.42M

Top Sells

1
+$5.75M
2
+$4.74M
3
+$4.63M
4
SMCI icon
Super Micro Computer
SMCI
+$2.95M
5
NEE icon
NextEra Energy
NEE
+$2.75M

Sector Composition

1 Technology 32.88%
2 Consumer Discretionary 13.46%
3 Industrials 8.76%
4 Healthcare 7.16%
5 Energy 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81M 0.58%
48,373
+906
52
$1.72M 0.55%
102,078
-12,033
53
$1.41M 0.45%
12,734
+604
54
$1.37M 0.44%
7,919
-58
55
$1.28M 0.41%
15,664
+423
56
$1.26M 0.4%
93,600
+3,713
57
$1.03M 0.33%
8,621
+253
58
$751K 0.24%
+14,507
59
$712K 0.23%
2,113
+38
60
$694K 0.22%
7,357
-722
61
$670K 0.21%
9,080
+546
62
$582K 0.19%
5,349
-123
63
$491K 0.16%
5,086
-1,126
64
$483K 0.15%
10,960
-130
65
$476K 0.15%
6,646
+1,192
66
$450K 0.14%
7,580
+326
67
$445K 0.14%
6,331
-923
68
$421K 0.13%
1,365
-108
69
$412K 0.13%
14,366
+5,453
70
$385K 0.12%
1,129
-70
71
$314K 0.1%
3,726
-502
72
$270K 0.09%
2,256
-1,024
73
$268K 0.09%
3,612
-36,997
74
$263K 0.08%
769
-105
75
$252K 0.08%
2,350
-65
1 2
3
4