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
$158M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$737K
3
+$674K
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$350K
5
AMZN icon
Amazon
AMZN
+$334K

Top Sells

1
+$433K
2
+$271K
3
+$258K
4
TRV icon
Travelers Companies
TRV
+$226K
5
SHW icon
Sherwin-Williams
SHW
+$213K

Sector Composition

1 Technology 14.14%
2 Financials 11.27%
3 Communication Services 10.1%
4 Consumer Discretionary 9.88%
5 Healthcare 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$232K 0.15%
4,198
-715
102
$228K 0.14%
1,377
-24
103
$226K 0.14%
3,473
-3,069
104
$217K 0.14%
3,144
-680
105
$213K 0.13%
+1,083
106
$212K 0.13%
2,015
+80
107
$212K 0.13%
+1,281
108
$210K 0.13%
5,842
-2,095
109
$204K 0.13%
4,557
-494
110
$202K 0.13%
3,133
-1,117
111
$200K 0.13%
+3,334
112
– –
-8,508
113
– –
-1,581
1 2 3 4
5