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
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$5.79M
3
+$4.16M
4
AAPL icon
Apple
AAPL
+$3.86M
5
WM icon
Waste Management
WM
+$3.76M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.76%
2 Industrials 11.96%
3 Communication Services 8.54%
4 Technology 8.17%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.39M 5.94%
+25,193
2
$5.79M 4.66%
+27,362
3
$4.16M 3.34%
+16,606
4
$3.86M 3.1%
+70,700
5
$3.76M 3.02%
+41,192
6
$3.6M 2.89%
+33,368
7
$3.51M 2.82%
+141,644
8
$3.48M 2.8%
+93,792
9
$2.61M 2.1%
+27,100
10
$2.57M 2.06%
+101,869
11
$2.5M 2.01%
+42,537
12
$2.48M 1.99%
+46,332
13
$2.43M 1.95%
+13,289
14
$2.14M 1.72%
+18,703
15
$2.06M 1.66%
+85,837
16
$2.05M 1.65%
+17,431
17
$1.88M 1.51%
+16,850
18
$1.81M 1.46%
+11,460
19
$1.78M 1.44%
+10,940
20
$1.72M 1.38%
+12,241
21
$1.65M 1.33%
+9,270
22
$1.6M 1.29%
+27,260
23
$1.6M 1.29%
+10,057
24
$1.53M 1.23%
+13,427
25
$1.5M 1.21%
+12,898
1
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