UCMOK

United Capital Management of KS Portfolio holdings

AUM $735M
1-Year Est. Return 64.31%
This Quarter Est. Return
1 Year Est. Return
+64.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.46M
3
+$1.86M
4
MLI icon
Mueller Industries
MLI
+$1.19M
5
AMZN icon
Amazon
AMZN
+$683K

Top Sells

1
+$3.86M
2
+$2.85M
3
+$1.06M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$457K
5
ACN icon
Accenture
ACN
+$408K

Sector Composition

1 Technology 31.35%
2 Industrials 10.68%
3 Consumer Discretionary 10.17%
4 Energy 8.29%
5 Healthcare 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36.8K 0.01%
+660
77
– –
-1,329
78
– –
-12,353
79
– –
-37,063
80
– –
-15,466
1 2 3
4