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
$218M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$3.01M
3
+$3M
4
SHW icon
Sherwin-Williams
SHW
+$2.91M
5
VALE icon
Vale
VALE
+$1.49M

Top Sells

1
+$6.14M
2
+$5.36M
3
+$5.2M
4
LMT icon
Lockheed Martin
LMT
+$3.35M
5
AAPL icon
Apple
AAPL
+$2.72M

Sector Composition

1 Technology 31.87%
2 Healthcare 9.75%
3 Industrials 9.58%
4 Consumer Discretionary 6.83%
5 Materials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.3M 4.72%
84,162
-22,283
2
$9.74M 4.48%
+675,227
3
$7.85M 3.61%
42,987
+3,479
4
$7.34M 3.37%
31,153
-2,981
5
$6.61M 3.04%
20,715
-663
6
$6.19M 2.85%
40,020
+1,600
7
$6.18M 2.84%
265,484
+20,973
8
$5.73M 2.63%
99,586
+7,678
9
$5.63M 2.59%
14,165
-1,280
10
$4.68M 2.15%
19,266
+1,183
11
$4.67M 2.15%
33,037
+2,520
12
$4.51M 2.07%
69,711
+3,212
13
$4.45M 2.05%
24,394
-4,775
14
$4.39M 2.02%
13,321
-58
15
$4.29M 1.97%
52,332
+35,439
16
$4.18M 1.92%
312,960
+35,160
17
$4.06M 1.86%
18,689
+6,845
18
$3.88M 1.78%
21,009
+713
19
$3.76M 1.73%
31,519
+591
20
$3.72M 1.71%
7,832
+593
21
$3.67M 1.69%
27,052
+1,271
22
$3.63M 1.67%
15,999
+702
23
$3.62M 1.66%
22,009
+296
24
$3.53M 1.62%
16,681
-11,342
25
$3.31M 1.52%
19,285
-10,054
1
2 3 4