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
$214M
AUM Growth
+$967K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$1.97M
3
+$1.74M
4
PII icon
Polaris
PII
+$1.57M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$449K

Top Sells

1
+$1.73M
2
+$1.61M
3
+$834K
4
XYZ
Block Inc
XYZ
+$595K
5
ED icon
Consolidated Edison
ED
+$242K

Sector Composition

1 Technology 24.43%
2 Healthcare 11.36%
3 Industrials 9.87%
4 Consumer Discretionary 9.43%
5 Consumer Staples 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 1.61%
7,271
-113
27
$3.37M 1.58%
415,046
+28,235
28
$3.34M 1.56%
42,619
+261
29
$3.3M 1.54%
12,215
-176
30
$3.28M 1.54%
19,967
+179
31
$3.05M 1.43%
37,288
-602
32
$2.89M 1.35%
33,117
+5,003
33
$2.89M 1.35%
124,237
+3,549
34
$2.88M 1.35%
21,434
+240
35
$2.85M 1.33%
21,042
+221
36
$2.79M 1.31%
95,553
+15,371
37
$2.7M 1.27%
32,988
+905
38
$2.65M 1.24%
48,293
+1,100
39
$2.46M 1.15%
13,646
+81
40
$2.45M 1.15%
8,910
+236
41
$2.16M 1.01%
49,644
+1,152
42
$2.1M 0.98%
15,460
-6,147
43
$2.09M 0.98%
42,579
-620
44
$1.9M 0.89%
5,869
-125
45
$1.87M 0.88%
109,192
-93,665
46
$1.85M 0.87%
20,684
-69
47
$1.83M 0.86%
27,369
-68
48
$1.76M 0.83%
14,836
+275
49
$1.75M 0.82%
45,691
-45,185
50
$1.74M 0.81%
+155,308
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