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
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$5.79M
3
+$4.16M
4
AAPL icon
Apple
AAPL
+$3.86M
5
WM icon
Waste Management
WM
+$3.76M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.76%
2 Industrials 11.96%
3 Communication Services 8.54%
4 Technology 8.17%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$416K 0.33%
+10,420
77
$410K 0.33%
+3,876
78
$400K 0.32%
+5,107
79
$400K 0.32%
+2,459
80
$390K 0.31%
+2,251
81
$390K 0.31%
+3,423
82
$361K 0.29%
+11,100
83
$345K 0.28%
+7,793
84
$340K 0.27%
+7,784
85
$321K 0.26%
+3,625
86
$315K 0.25%
+4,438
87
$308K 0.25%
+4,826
88
$306K 0.25%
+1,490
89
$303K 0.24%
+1,982
90
$293K 0.24%
+4,688
91
$286K 0.23%
+9,630
92
$269K 0.22%
+6,329
93
$266K 0.21%
+2,310
94
$259K 0.21%
+3,822
95
$253K 0.2%
+13,502
96
$245K 0.2%
+1,849
97
$241K 0.19%
+3,033
98
$239K 0.19%
+3,514
99
$235K 0.19%
+2,951
100
$233K 0.19%
+1,084
1 2 3
4
5