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
$219M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.76M
3
+$3.24M
4
XYZ
Block Inc
XYZ
+$2.58M
5
APD icon
Air Products & Chemicals
APD
+$1.22M

Top Sells

1
+$5.59M
2
+$3.06M
3
+$2.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$594K
5
PYPL icon
PayPal
PYPL
+$559K

Sector Composition

1 Technology 33.88%
2 Consumer Discretionary 9.32%
3 Healthcare 8.77%
4 Materials 7.57%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.33M 1.52%
15,297
+11,870
27
$3.23M 1.47%
67,203
+1,902
28
$3.16M 1.44%
12,434
+647
29
$3.1M 1.42%
13,379
+154
30
$2.84M 1.3%
10,400
+4,465
31
$2.81M 1.28%
45,238
+2,598
32
$2.71M 1.24%
12,607
+81
33
$2.61M 1.19%
12,820
+164
34
$2.59M 1.18%
24,183
+1,492
35
$2.54M 1.16%
6,734
+303
36
$2.52M 1.15%
11,844
+1,219
37
$2.47M 1.13%
15,413
-509
38
$2.38M 1.09%
109,782
+8,087
39
$2.37M 1.08%
9,070
+401
40
$2.35M 1.07%
39,636
+996
41
$2.19M 1%
9,627
+283
42
$2.17M 0.99%
57,737
+4,641
43
$2.1M 0.96%
81,176
+8,709
44
$1.96M 0.9%
66,120
+3,165
45
$1.8M 0.82%
23,276
+2,820
46
$1.72M 0.78%
18,639
+1,014
47
$1.71M 0.78%
4,875
+463
48
$1.71M 0.78%
17,477
+1,342
49
$1.69M 0.77%
21,674
+750
50
$1.51M 0.69%
12,570
+509
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