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
$437M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$13.2M
3
+$6.91M
4
AKAM icon
Akamai
AKAM
+$5.38M
5
MOS icon
The Mosaic Company
MOS
+$3.79M

Top Sells

1
+$13.7M
2
+$6.04M
3
+$4.97M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.81M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$721K

Sector Composition

1 Technology 31.63%
2 Industrials 9.6%
3 Energy 8.83%
4 Consumer Discretionary 8.49%
5 Healthcare 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.77M 0.64%
10,460
+1,501
52
$2.53M 0.58%
30,773
+2,952
53
$2.37M 0.54%
33,453
+539
54
$1.58M 0.36%
9,360
+303
55
$1.55M 0.36%
7,291
-314
56
$1.25M 0.29%
68,495
-3,986
57
$1.23M 0.28%
16,636
+299
58
$1.23M 0.28%
7,200
+2,470
59
$1.06M 0.24%
87,107
-187
60
$1.04M 0.24%
2,085
+12
61
$948K 0.22%
18,992
+2,594
62
$654K 0.15%
9,821
-462
63
$606K 0.14%
4,487
-521
64
$541K 0.12%
5,330
-859
65
$513K 0.12%
844
-109
66
$489K 0.11%
1,162
+48
67
$442K 0.1%
7,415
+908
68
$431K 0.1%
19,088
+6,350
69
$427K 0.1%
+3,135
70
$404K 0.09%
4,660
-100
71
$400K 0.09%
10,553
-2,360
72
$387K 0.09%
5,399
+78
73
$352K 0.08%
3,085
-847
74
$341K 0.08%
+5,979
75
$327K 0.08%
+15,438
1 2
3
4