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
$268M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$3.54M
3
+$2.75M
4
GD icon
General Dynamics
GD
+$2.71M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.95M

Top Sells

1
+$7.5M
2
+$4.79M
3
+$3.88M
4
RS icon
Reliance Steel & Aluminium
RS
+$3.24M
5
LEN icon
Lennar Class A
LEN
+$968K

Sector Composition

1 Technology 29.31%
2 Energy 8.53%
3 Consumer Discretionary 8.35%
4 Consumer Staples 8.14%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.4M 9.45%
1,040,036
+79,922
2
$15.1M 5.64%
91,836
+3,865
3
$10.8M 4.01%
37,322
+3,050
4
$9.65M 3.6%
347,390
+19,010
5
$9.32M 3.47%
+874,850
6
$8.91M 3.32%
63,860
-1,637
7
$6.9M 2.57%
90,543
+1,578
8
$6.57M 2.45%
25,587
-12,630
9
$5.9M 2.2%
51,509
-1,331
10
$5.85M 2.18%
56,673
+4,269
11
$5.75M 2.14%
34,727
+1,214
12
$5.73M 2.14%
28,653
-398
13
$5.62M 2.09%
13,616
-324
14
$5.06M 1.88%
37,502
+1,261
15
$4.92M 1.84%
100,194
+3,564
16
$4.74M 1.77%
53,979
+2,116
17
$4.63M 1.73%
33,731
+2,234
18
$4.59M 1.71%
20,355
+98
19
$4.39M 1.63%
11,085
-951
20
$4.32M 1.61%
13,446
-968
21
$4.31M 1.61%
35,122
+507
22
$4.29M 1.6%
23,559
+662
23
$4.25M 1.58%
502,603
+30,746
24
$4.08M 1.52%
58,847
+948
25
$3.99M 1.49%
25,749
+217
1
2 3 4