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
$191M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$2.79M
3
+$2.31M
4
CNS icon
Cohen & Steers
CNS
+$1.61M
5
V icon
Visa
V
+$447K

Top Sells

1
+$9.28M
2
+$5.44M
3
+$2.57M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.41M
5
RTX icon
RTX Corp
RTX
+$1.79M

Sector Composition

1 Technology 28.05%
2 Consumer Discretionary 10.03%
3 Communication Services 9.92%
4 Healthcare 9.03%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.75M 1.44%
12,526
+730
27
$2.74M 1.43%
24,559
+2,038
28
$2.64M 1.38%
15,922
+19
29
$2.57M 1.35%
42,640
+4,559
30
$2.52M 1.32%
11,787
+1,052
31
$2.44M 1.28%
12,656
-745
32
$2.31M 1.21%
+13,225
33
$2.28M 1.2%
6,431
+374
34
$2.19M 1.15%
101,695
+2,215
35
$2.18M 1.14%
17,541
+390
36
$1.99M 1.04%
22,691
+987
37
$1.97M 1.03%
9,344
+364
38
$1.96M 1.03%
8,669
+714
39
$1.77M 0.93%
5,935
+619
40
$1.75M 0.92%
10,625
+2,668
41
$1.71M 0.89%
17,625
+22
42
$1.66M 0.87%
20,924
+1,909
43
$1.63M 0.86%
53,096
+2,551
44
$1.61M 0.84%
+72,467
45
$1.58M 0.83%
38,640
+1,950
46
$1.56M 0.82%
16,135
+654
47
$1.48M 0.78%
62,955
+3,270
48
$1.42M 0.74%
20,456
+3,132
49
$1.4M 0.73%
12,061
+342
50
$1.38M 0.72%
4,412
+334
1
2
3 4