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
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$5.79M
3
+$4.16M
4
AAPL icon
Apple
AAPL
+$3.86M
5
WM icon
Waste Management
WM
+$3.76M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.76%
2 Industrials 11.96%
3 Communication Services 8.54%
4 Technology 8.17%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$231K 0.19%
+6,186
102
$231K 0.19%
+872
103
$224K 0.18%
+1,928
104
$221K 0.18%
+9,533
105
$221K 0.18%
+1,785
106
$218K 0.18%
+1,286
107
$217K 0.17%
+895
108
$213K 0.17%
+1,730
109
$209K 0.17%
+4,968
110
$208K 0.17%
+2,612
111
$205K 0.16%
+1,104
112
$204K 0.16%
+3,829
113
$204K 0.16%
+1,837
114
$201K 0.16%
+7,975
115
$193K 0.16%
+1,265
116
$185K 0.15%
+18,962
117
$15K 0.01%
+125
1 2 3 4
5