UCMOK

United Capital Management of KS Portfolio holdings

AUM $714M
1-Year Est. Return 42.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.43%
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
+$1.63M
2
+$1.03M
3
+$569K
4
T icon
AT&T
T
+$271K
5
AAPL icon
Apple
AAPL
+$252K

Top Sells

1
+$2.5M
2
+$1.42M
3
+$974K
4
VMC icon
Vulcan Materials
VMC
+$490K
5
CVCO icon
Cavco Industries
CVCO
+$295K

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
– –
-3,514
104
– –
-4,968
105
– –
-1,265
106
– –
-895
107
– –
-7,975
108
– –
-1,104
109
– –
-1,286
110
– –
-9,218
111
– –
-1,837
112
– –
-1,730
113
– –
-2,612
114
– –
-9,533
115
– –
-1,084
116
– –
-1,785
117
– –
-42,537
118
– –
-2,951
119
– –
-125
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5