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
$108M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.03M
3
+$524K
4
T icon
AT&T
T
+$250K
5
NEE icon
NextEra Energy
NEE
+$232K

Top Sells

1
+$2.5M
2
+$1.43M
3
+$974K
4
VMC icon
Vulcan Materials
VMC
+$478K
5
CL icon
Colgate-Palmolive
CL
+$239K

Sector Composition

1 Consumer Discretionary 12.2%
2 Communication Services 9.83%
3 Industrials 9.79%
4 Financials 9.37%
5 Technology 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$202K 0.19%
5,306
-880
102
$150K 0.14%
19,572
+610
103
– –
-9,533
104
– –
-4,968
105
– –
-3,514
106
– –
-1,265
107
– –
-895
108
– –
-7,975
109
– –
-1,104
110
– –
-1,286
111
– –
-1,084
112
– –
-1,785
113
– –
-42,537
114
– –
-2,951
115
– –
-9,218
116
– –
-1,837
117
– –
-1,730
118
– –
-125
119
– –
-2,612
1 2 3 4
5