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
$312M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.34M
3
+$3.85M
4
MLI icon
Mueller Industries
MLI
+$3.05M
5
AMZN icon
Amazon
AMZN
+$2.42M

Top Sells

1
+$5.75M
2
+$4.74M
3
+$4.63M
4
SMCI icon
Super Micro Computer
SMCI
+$2.95M
5
NEE icon
NextEra Energy
NEE
+$2.75M

Sector Composition

1 Technology 32.88%
2 Consumer Discretionary 13.46%
3 Industrials 8.76%
4 Healthcare 7.16%
5 Energy 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.2M 8.72%
1,132,716
+92,680
2
$18.9M 6.04%
756,330
-118,520
3
$17.5M 5.6%
90,096
-1,740
4
$13.1M 4.18%
308,620
-38,770
5
$12.7M 4.07%
37,300
-22
6
$9.81M 3.14%
75,270
+18,597
7
$8.57M 2.74%
558,739
+56,136
8
$8.33M 2.67%
100,136
+9,593
9
$7.82M 2.51%
+100,730
10
$7.75M 2.48%
66,102
+2,242
11
$7.18M 2.3%
26,449
+862
12
$6.39M 2.05%
28,311
-342
13
$6.34M 2.03%
+25,748
14
$6.01M 1.92%
52,478
+969
15
$5.71M 1.83%
11,683
+2,534
16
$5.6M 1.79%
21,401
+4,600
17
$5.59M 1.79%
13,795
+179
18
$5.37M 1.72%
102,567
+2,373
19
$5.17M 1.65%
35,738
+616
20
$4.95M 1.58%
11,111
+26
21
$4.85M 1.55%
20,440
+85
22
$4.66M 1.49%
12,601
-845
23
$4.44M 1.42%
38,089
+587
24
$4.37M 1.4%
23,613
+54
25
$4.34M 1.39%
35,925
+1,729
1
2 3 4