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
$331M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.46M
3
+$1.86M
4
MLI icon
Mueller Industries
MLI
+$1.19M
5
AMZN icon
Amazon
AMZN
+$683K

Top Sells

1
+$3.86M
2
+$2.85M
3
+$1.06M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$457K
5
ACN icon
Accenture
ACN
+$408K

Sector Composition

1 Technology 31.35%
2 Industrials 10.68%
3 Consumer Discretionary 10.17%
4 Energy 8.29%
5 Healthcare 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.47%
8,959
+1,357
52
$1.38M 0.42%
87,294
-3,096
53
$1.36M 0.41%
7,605
-130
54
$1.31M 0.4%
9,057
+562
55
$1.29M 0.39%
72,481
-19,175
56
$1.18M 0.36%
16,337
+373
57
$854K 0.26%
2,073
-9
58
$828K 0.25%
16,398
+1,988
59
$784K 0.24%
10,283
+855
60
$615K 0.19%
5,008
-273
61
$589K 0.18%
6,189
-642
62
$464K 0.14%
9,530
-1,050
63
$435K 0.13%
12,913
-3,393
64
$433K 0.13%
27,985
+6,071
65
$411K 0.12%
3,932
-662
66
$397K 0.12%
1,114
-17
67
$388K 0.12%
6,507
-478
68
$373K 0.11%
5,321
-617
69
$371K 0.11%
+4,760
70
$299K 0.09%
+12,738
71
$299K 0.09%
+4,730
72
$268K 0.08%
+3,695
73
$259K 0.08%
769
74
$246K 0.07%
3,023
-569
75
$205K 0.06%
2,050
-150
1 2
3
4