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
$460M
AUM Growth
+$6.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.3M
3
+$7.69M
4
PPC icon
Pilgrim's Pride
PPC
+$6.28M
5
TJX icon
TJX Companies
TJX
+$5.8M

Top Sells

1
+$20.7M
2
+$9.43M
3
+$7.82M
4
PLTR icon
Palantir
PLTR
+$6.79M
5
MOS icon
The Mosaic Company
MOS
+$6.15M

Sector Composition

1 Technology 28.67%
2 Consumer Discretionary 12.09%
3 Industrials 9.76%
4 Energy 8.78%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$246K 0.05%
2,087
-60
77
$239K 0.05%
+4,005
78
$234K 0.05%
1,995
79
$217K 0.05%
+1,959
80
$201K 0.04%
+3,246
81
$108K 0.02%
+42,500
82
$12K ﹤0.01%
+1,000
83
$10.6K ﹤0.01%
+333
84
– –
-91,050
85
– –
-39,952
86
– –
-7,967
87
– –
-17,405
88
– –
-16,028
89
– –
-5,388
90
– –
-212,930
91
– –
-252,090
92
– –
-170,719
1 2 3
4