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
$460M
AUM Growth
+$6.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.3M
3
+$7.69M
4
PPC icon
Pilgrim's Pride
PPC
+$6.28M
5
TJX icon
TJX Companies
TJX
+$5.8M

Top Sells

1
+$20.7M
2
+$9.43M
3
+$7.82M
4
PLTR icon
Palantir
PLTR
+$6.79M
5
MOS icon
The Mosaic Company
MOS
+$6.15M

Sector Composition

1 Technology 28.67%
2 Consumer Discretionary 12.09%
3 Industrials 9.76%
4 Energy 8.78%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.43%
10,996
-31
52
$1.59M 0.35%
+65,249
53
$1.58M 0.34%
9,271
-139
54
$1.52M 0.33%
7,312
+153
55
$1.48M 0.32%
16,916
-427
56
$1.12M 0.24%
58,731
-4,452
57
$1.08M 0.24%
20,333
+169
58
$924K 0.2%
2,149
+1
59
$794K 0.17%
3,265
+2,235
60
$657K 0.14%
4,332
-22
61
$636K 0.14%
3,660
+137
62
$563K 0.12%
7,940
-100
63
$548K 0.12%
+19,283
64
$529K 0.12%
1,150
65
$520K 0.11%
4,872
-121
66
$505K 0.11%
5,597
+588
67
$475K 0.1%
29,297
+4,347
68
$471K 0.1%
7,863
+61
69
$426K 0.09%
+8,337
70
$421K 0.09%
4,360
71
$372K 0.08%
757
72
$362K 0.08%
+10,000
73
$340K 0.07%
2,896
-24
74
$273K 0.06%
29,194
+6,245
75
$256K 0.06%
13,347
-407,538
1 2
3
4