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
$258M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.66M
3
+$4.7M
4
AMAT icon
Applied Materials
AMAT
+$3.06M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$3.05M

Top Sells

1
+$7.22M
2
+$6.48M
3
+$4.93M
4
MCD icon
McDonald's
MCD
+$4.38M
5
DIS icon
Walt Disney
DIS
+$4.02M

Sector Composition

1 Technology 30.4%
2 Healthcare 10.76%
3 Consumer Staples 8.41%
4 Industrials 6.79%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.6M 6.05%
89,287
+2,221
2
$10.2M 3.94%
32,921
+343
3
$7.92M 3.07%
290,130
-230
4
$7.34M 2.85%
45,040
+780
5
$7.21M 2.8%
39,334
+467
6
$7.2M 2.79%
51,780
+1,720
7
$6.67M 2.59%
31,449
+582
8
$6.44M 2.5%
+53,997
9
$6.31M 2.45%
27,782
+1,105
10
$6.22M 2.41%
69,196
+33,888
11
$5.94M 2.31%
16,388
-1,255
12
$5.66M 2.2%
+55,755
13
$5.09M 1.98%
370,778
+34,542
14
$4.88M 1.89%
37,105
+144
15
$4.88M 1.89%
10,746
-908
16
$4.79M 1.86%
124,982
-482
17
$4.77M 1.85%
19,787
-43
18
$4.7M 1.82%
+21,139
19
$4.67M 1.81%
9,161
+2
20
$4.55M 1.76%
20,509
+705
21
$4.47M 1.73%
61,171
-1,370
22
$4.41M 1.71%
12,413
-109
23
$4.38M 1.7%
24,692
+752
24
$4.35M 1.69%
26,829
-398
25
$4.33M 1.68%
10,422
+50
1
2 3 4