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
$132M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$709K
3
+$459K
4
AAPL icon
Apple
AAPL
+$297K
5
SLB icon
SLB Ltd
SLB
+$246K

Top Sells

1
+$3.68M
2
+$725K
3
+$490K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$316K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$284K

Sector Composition

1 Communication Services 11.61%
2 Consumer Discretionary 11.06%
3 Financials 10.51%
4 Technology 9.91%
5 Healthcare 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$225K 0.17%
+761
102
$218K 0.16%
21,484
+1,507
103
$218K 0.16%
1,394
+255
104
$207K 0.16%
+1,967
105
$206K 0.16%
6,932
-52
106
– –
-1,932
107
– –
-4,191
108
– –
-34,696
109
– –
-9,396
1 2 3 4
5