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
$437M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$13.2M
3
+$6.91M
4
AKAM icon
Akamai
AKAM
+$5.38M
5
MOS icon
The Mosaic Company
MOS
+$3.79M

Top Sells

1
+$13.7M
2
+$6.04M
3
+$4.97M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.81M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$721K

Sector Composition

1 Technology 31.63%
2 Industrials 9.6%
3 Energy 8.83%
4 Consumer Discretionary 8.49%
5 Healthcare 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$302K 0.07%
757
-12
77
$244K 0.06%
2,095
+45
78
$217K 0.05%
+1,971
79
$162K 0.04%
+27,587
80
$7.59K ﹤0.01%
660
81
– –
-3,023
82
– –
-75,304
83
– –
-30,671
84
– –
-27,985
85
– –
-3,695
1 2 3
4