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
$213M
AUM Growth
-$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.6M
3
+$1.18M
4
VLO icon
Valero Energy
VLO
+$1.01M
5
AMAT icon
Applied Materials
AMAT
+$810K

Top Sells

1
+$4.79M
2
+$1.93M
3
+$868K
4
ABBV icon
AbbVie
ABBV
+$863K
5
COIN icon
Coinbase
COIN
+$603K

Sector Composition

1 Technology 26.48%
2 Healthcare 12.19%
3 Consumer Staples 8.57%
4 Industrials 7.38%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.51M 1.65%
386,811
+16,033
27
$3.48M 1.64%
21,607
+468
28
$3.47M 1.63%
90,876
+1,333
29
$3.28M 1.54%
42,358
-397
30
$3.25M 1.53%
21,194
-5,635
31
$3.21M 1.51%
14,322
+11,583
32
$3.17M 1.49%
8,674
+129
33
$3.12M 1.47%
37,890
-1,698
34
$3.06M 1.44%
120,688
+3,544
35
$3.01M 1.42%
12,391
-22
36
$2.96M 1.39%
19,788
+1
37
$2.95M 1.39%
20,821
+134
38
$2.93M 1.38%
47,193
-19
39
$2.92M 1.37%
32,083
+8,902
40
$2.49M 1.17%
28,114
-2,418
41
$2.47M 1.16%
13,565
+2,368
42
$2.44M 1.15%
43,199
-1,366
43
$2.38M 1.12%
80,182
-6,252
44
$2.3M 1.08%
48,492
+2,829
45
$2.09M 0.98%
20,753
+205
46
$2.06M 0.97%
14,561
+224
47
$1.94M 0.91%
5,994
-627
48
$1.79M 0.84%
27,437
+10,701
49
$1.52M 0.71%
31,250
+240
50
$1.39M 0.65%
94,997
-2,011
1
2
3 4