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
$331M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.46M
3
+$1.86M
4
MLI icon
Mueller Industries
MLI
+$1.19M
5
AMZN icon
Amazon
AMZN
+$683K

Top Sells

1
+$3.86M
2
+$2.85M
3
+$1.06M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$457K
5
ACN icon
Accenture
ACN
+$408K

Sector Composition

1 Technology 31.35%
2 Industrials 10.68%
3 Consumer Discretionary 10.17%
4 Energy 8.29%
5 Healthcare 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.5M 8.32%
1,135,668
-43,648
2
$17.1M 5.18%
89,018
-472
3
$13.9M 4.2%
36,926
-212
4
$13.3M 4.03%
269,470
-6,920
5
$12.4M 3.76%
81,898
+4,496
6
$11.1M 3.35%
390,110
+4,780
7
$9.6M 2.9%
558,867
-845
8
$9.29M 2.81%
104,048
+1,831
9
$8.86M 2.68%
68,137
+1,637
10
$8.51M 2.57%
34,229
+2,145
11
$8.19M 2.48%
27,693
+1,301
12
$7.74M 2.34%
27,688
+1,020
13
$7.21M 2.18%
12,372
-368
14
$7.02M 2.12%
11,770
+68
15
$6.67M 2.02%
55,126
+2,403
16
$6.13M 1.85%
10,689
-151
17
$6.1M 1.84%
27,410
-320
18
$5.87M 1.77%
36,214
+323
19
$5.58M 1.69%
21,501
+7,144
20
$5.54M 1.68%
105,498
+2,916
21
$5.53M 1.67%
37,306
-488
22
$5.46M 1.65%
13,649
-12
23
$5.41M 1.63%
24,401
+333
24
$5.34M 1.61%
20,509
+196
25
$4.97M 1.5%
75,304
+2,103
1
2 3 4