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
$128M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$757K
2
+$732K
3
+$587K
4
AAPL icon
Apple
AAPL
+$535K
5
TOL icon
Toll Brothers
TOL
+$445K

Top Sells

1
+$1.95M
2
+$768K
3
+$675K
4
VMC icon
Vulcan Materials
VMC
+$629K
5
WM icon
Waste Management
WM
+$547K

Sector Composition

1 Communication Services 11.27%
2 Consumer Discretionary 10.78%
3 Financials 9.89%
4 Industrials 9.84%
5 Technology 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$421K 0.33%
8,068
-140
77
$411K 0.32%
1,785
+653
78
$398K 0.31%
10,825
-55
79
$383K 0.3%
10,593
-294
80
$382K 0.3%
7,533
-649
81
$361K 0.28%
2,044
-255
82
$350K 0.27%
4,170
-161
83
$335K 0.26%
3,244
-111
84
$331K 0.26%
+789
85
$331K 0.26%
2,748
-640
86
$316K 0.25%
4,698
-2,058
87
$308K 0.24%
6,484
+1,140
88
$281K 0.22%
9,064
-637
89
$278K 0.22%
4,494
-470
90
$272K 0.21%
14,870
-796
91
$270K 0.21%
4,358
+728
92
$269K 0.21%
5,608
-4,412
93
$262K 0.21%
1,411
-11
94
$259K 0.2%
2,078
+68
95
$251K 0.2%
1,803
-112
96
$245K 0.19%
+1,533
97
$243K 0.19%
5,553
-408
98
$235K 0.18%
1,707
-239
99
$230K 0.18%
+1,455
100
$230K 0.18%
+1,139
1 2 3
4
5