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

Top Buys

1
+$3.72M
2
+$757K
3
+$428K
4
AAPL icon
Apple
AAPL
+$307K
5
SLB icon
SLB Limited
SLB
+$240K

Top Sells

1
+$3.68M
2
+$725K
3
+$489K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$316K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$286K

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
1
$7.9M 5.97%
26,577
-194
2
$4.86M 3.68%
23,125
-93
3
$4.65M 3.52%
92,320
+6,100
4
$4.11M 3.11%
21,735
+1,055
5
$3.72M 2.81%
+151,202
6
$3.58M 2.7%
32,975
+79
7
$3.56M 2.69%
26,229
+5,582
8
$3.52M 2.66%
36,620
+1,980
9
$3.4M 2.57%
134,463
+5,377
10
$3.39M 2.56%
17,557
+1,195
11
$3.08M 2.33%
54,316
+2,038
12
$2.78M 2.1%
75,448
-7,745
13
$2.67M 2.02%
23,491
+871
14
$2.42M 1.83%
17,072
+464
15
$2.25M 1.7%
17,080
+741
16
$2.09M 1.58%
10,139
+168
17
$2.08M 1.58%
14,955
+519
18
$2.07M 1.57%
37,640
+2,680
19
$2.07M 1.56%
13,440
+756
20
$2M 1.51%
88,615
-3,196
21
$1.99M 1.5%
116,102
-1,613
22
$1.84M 1.39%
10,560
+918
23
$1.83M 1.38%
5,056
+326
24
$1.78M 1.35%
60,533
+2,173
25
$1.74M 1.31%
13,918
+640
1
2 3 4 5