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
$108M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.03M
3
+$524K
4
T icon
AT&T
T
+$250K
5
NEE icon
NextEra Energy
NEE
+$232K

Top Sells

1
+$2.5M
2
+$1.43M
3
+$974K
4
VMC icon
Vulcan Materials
VMC
+$478K
5
CL icon
Colgate-Palmolive
CL
+$239K

Sector Composition

1 Consumer Discretionary 12.2%
2 Communication Services 9.83%
3 Industrials 9.79%
4 Financials 9.37%
5 Technology 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$393K 0.36%
10,880
+460
77
$387K 0.36%
6,756
-523
78
$383K 0.36%
10,887
-213
79
$378K 0.35%
2,682
+431
80
$361K 0.33%
8,208
+424
81
$344K 0.32%
5,276
+450
82
$326K 0.3%
6,596
-828
83
$324K 0.3%
4,331
-107
84
$322K 0.3%
5,666
+1,844
85
$319K 0.3%
8,182
+389
86
$318K 0.3%
2,299
-160
87
$308K 0.29%
3,355
-270
88
$282K 0.26%
1,132
+260
89
$275K 0.26%
15,666
+2,164
90
$275K 0.26%
9,701
+71
91
$264K 0.24%
4,964
+276
92
$247K 0.23%
1,946
-36
93
$233K 0.22%
5,961
-368
94
$232K 0.22%
+5,344
95
$229K 0.21%
2,010
+82
96
$229K 0.21%
1,915
+66
97
$223K 0.21%
3,630
+597
98
$219K 0.2%
4,140
+311
99
$218K 0.2%
1,422
-68
100
$210K 0.19%
2,052
-258
1 2 3
4
5