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
$437M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$13.2M
3
+$6.91M
4
AKAM icon
Akamai
AKAM
+$5.38M
5
MOS icon
The Mosaic Company
MOS
+$3.79M

Top Sells

1
+$13.7M
2
+$6.04M
3
+$4.97M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.81M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$721K

Sector Composition

1 Technology 31.63%
2 Industrials 9.6%
3 Energy 8.83%
4 Consumer Discretionary 8.49%
5 Healthcare 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.2M 6.68%
1,209,792
+74,124
2
$25.7M 5.89%
254,520
-135,590
3
$21.7M 4.97%
+349,399
4
$18.3M 4.19%
202,590
-66,880
5
$15.6M 3.57%
37,106
+180
6
$15.6M 3.57%
90,808
+1,790
7
$15.4M 3.52%
85,129
+3,231
8
$13.5M 3.08%
584,951
+26,084
9
$13.2M 3.03%
+409,545
10
$12.9M 2.96%
73,514
+39,285
11
$12.5M 2.87%
132,238
+28,190
12
$11.9M 2.72%
69,607
+1,470
13
$10.6M 2.42%
28,821
+1,128
14
$9.69M 2.22%
28,987
+1,299
15
$9.55M 2.19%
12,272
-100
16
$7.92M 1.81%
38,404
+2,190
17
$7.75M 1.77%
38,466
+1,160
18
$7.72M 1.77%
60,415
+5,289
19
$7.27M 1.66%
10,076
-613
20
$7.12M 1.63%
27,938
+528
21
$6.96M 1.59%
214,445
+116,683
22
$6.53M 1.49%
12,932
+1,162
23
$6.42M 1.47%
15,630
+1,981
24
$6.41M 1.47%
106,485
+987
25
$6.33M 1.45%
22,422
+921
1
2 3 4