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

Top Buys

1
+$757K
2
+$732K
3
+$587K
4
AAPL icon
Apple
AAPL
+$535K
5
TOL icon
Toll Brothers
TOL
+$445K

Top Sells

1
+$1.95M
2
+$768K
3
+$675K
4
VMC icon
Vulcan Materials
VMC
+$629K
5
WM icon
Waste Management
WM
+$547K

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
1
$7.88M 6.17%
26,771
+720
2
$4.8M 3.76%
23,218
-3,715
3
$4.46M 3.5%
86,220
+10,328
4
$3.92M 3.07%
20,680
+3,991
5
$3.68M 2.88%
34,696
-5,159
6
$3.57M 2.8%
32,896
+773
7
$3.29M 2.58%
34,640
+4,660
8
$3.05M 2.39%
83,193
-7,267
9
$3M 2.35%
129,086
+15,597
10
$2.99M 2.34%
16,362
+4,009
11
$2.98M 2.34%
52,278
+3,428
12
$2.58M 2.02%
20,647
+2,813
13
$2.57M 2.01%
22,620
+2,836
14
$2.24M 1.76%
16,608
+2,204
15
$2.2M 1.73%
34,960
+4,560
16
$2.13M 1.67%
91,811
-4,865
17
$2.07M 1.62%
16,339
+1,734
18
$2.01M 1.57%
14,436
+1,396
19
$1.97M 1.54%
9,971
+16
20
$1.94M 1.52%
12,684
+432
21
$1.93M 1.51%
10,538
+457
22
$1.91M 1.49%
117,715
+4,628
23
$1.75M 1.37%
58,360
+3,742
24
$1.69M 1.33%
67,528
-16,928
25
$1.69M 1.32%
10,780
+648
1
2 3 4 5