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
$132M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$757K
3
+$428K
4
AAPL icon
Apple
AAPL
+$307K
5
SLB icon
SLB Limited
SLB
+$240K

Top Sells

1
+$3.68M
2
+$725K
3
+$489K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$316K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$286K

Sector Composition

1 Communication Services 11.61%
2 Consumer Discretionary 11.06%
3 Financials 10.51%
4 Technology 9.91%
5 Healthcare 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$431K 0.33%
3,800
-732
77
$428K 0.32%
+9,201
78
$427K 0.32%
10,875
+50
79
$397K 0.3%
7,449
-84
80
$388K 0.29%
7,612
+1,128
81
$367K 0.28%
10,017
-576
82
$364K 0.28%
4,133
-37
83
$355K 0.27%
2,718
-30
84
$353K 0.27%
3,228
-16
85
$338K 0.26%
877
+88
86
$334K 0.25%
1,946
-98
87
$284K 0.21%
2,095
+17
88
$280K 0.21%
5,435
-173
89
$276K 0.21%
9,039
-25
90
$270K 0.2%
5,418
+1,060
91
$262K 0.2%
1,701
+168
92
$262K 0.2%
4,138
-356
93
$257K 0.19%
1,698
-105
94
$244K 0.18%
14,549
-321
95
$241K 0.18%
1,411
96
$240K 0.18%
+6,108
97
$234K 0.18%
5,392
-161
98
$232K 0.18%
1,959
+14
99
$231K 0.17%
1,140
-315
100
$226K 0.17%
1,656
-51
1 2 3
4
5