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
$460M
AUM Growth
+$6.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.3M
3
+$7.69M
4
PPC icon
Pilgrim's Pride
PPC
+$6.28M
5
TJX icon
TJX Companies
TJX
+$5.8M

Top Sells

1
+$20.7M
2
+$9.43M
3
+$7.82M
4
PLTR icon
Palantir
PLTR
+$6.79M
5
MOS icon
The Mosaic Company
MOS
+$6.15M

Sector Composition

1 Technology 28.67%
2 Consumer Discretionary 12.09%
3 Industrials 9.76%
4 Energy 8.78%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.4M 7.92%
1,486,716
+57,668
2
$31.1M 6.76%
559,503
+198,825
3
$20.3M 4.42%
167,174
-31,257
4
$18.3M 3.97%
78,335
-14,809
5
$16.8M 3.66%
170,527
+33,044
6
$16.5M 3.59%
63,060
-22,010
7
$16.3M 3.54%
437,117
-182,624
8
$15.2M 3.31%
35,348
-2,313
9
$14M 3.05%
75,309
-11,208
10
$13.8M 2.99%
80,530
-1,706
11
$12.6M 2.75%
88,340
+2,039
12
$11.9M 2.59%
30,410
+1,002
13
$10.8M 2.36%
12,233
-6
14
$10.3M 2.24%
+470,673
15
$9.86M 2.15%
73,042
+2,810
16
$8.89M 1.93%
30,737
+943
17
$8.56M 1.86%
72,226
-7,222
18
$8.21M 1.78%
30,300
+1,833
19
$8.06M 1.75%
65,564
+3,459
20
$7.8M 1.7%
9,628
-159
21
$7.69M 1.67%
+29,326
22
$7.29M 1.59%
90,304
-16,197
23
$6.58M 1.43%
40,414
+1,484
24
$6.45M 1.4%
23,454
+782
25
$6.32M 1.38%
7,133
-29
1
2 3 4