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
$158M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$737K
3
+$674K
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$350K
5
AMZN icon
Amazon
AMZN
+$334K

Top Sells

1
+$433K
2
+$271K
3
+$258K
4
TRV icon
Travelers Companies
TRV
+$226K
5
SHW icon
Sherwin-Williams
SHW
+$213K

Sector Composition

1 Technology 14.14%
2 Financials 11.27%
3 Communication Services 10.1%
4 Consumer Discretionary 9.88%
5 Healthcare 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$572K 0.36%
14,472
+1,581
77
$551K 0.35%
7,895
-3,701
78
$547K 0.35%
10,123
+589
79
$440K 0.28%
10,672
+3,031
80
$439K 0.28%
7,302
-2,912
81
$429K 0.27%
10,130
+177
82
$426K 0.27%
9,870
-1,045
83
$396K 0.25%
2,235
+843
84
$385K 0.24%
1,197
+435
85
$378K 0.24%
21,396
+4,858
86
$376K 0.24%
7,023
-417
87
$366K 0.23%
2,563
-61
88
$346K 0.22%
3,657
-379
89
$325K 0.21%
2,360
+99
90
$287K 0.18%
2,845
-312
91
$285K 0.18%
1,579
-105
92
$275K 0.17%
1,251
-25
93
$272K 0.17%
2,034
+48
94
$270K 0.17%
+2,754
95
$247K 0.16%
1,151
+7
96
$244K 0.15%
+3,816
97
$242K 0.15%
1,176
+124
98
$241K 0.15%
2,108
-971
99
$241K 0.15%
25,910
+2,747
100
$238K 0.15%
1,462
-106
1 2 3
4
5