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
$128M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$677K
2
+$638K
3
+$552K
4
AAPL icon
Apple
AAPL
+$438K
5
TOL icon
Toll Brothers
TOL
+$417K

Top Sells

1
+$1.95M
2
+$681K
3
+$675K
4
VMC icon
Vulcan Materials
VMC
+$545K
5
WM icon
Waste Management
WM
+$503K

Sector Composition

1 Communication Services 11.27%
2 Consumer Discretionary 10.78%
3 Financials 9.89%
4 Industrials 9.84%
5 Technology 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$229K 0.18%
4,191
-2,405
102
$227K 0.18%
1,945
-107
103
$202K 0.16%
6,984
-1,296
104
$192K 0.15%
19,977
+405
105
– –
-15,683
106
– –
-5,306
107
– –
-14,973
1 2 3 4
5