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
$242M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$4.22M
3
+$1.52M
4
AMZN icon
Amazon
AMZN
+$442K
5
PLTR icon
Palantir
PLTR
+$365K

Top Sells

1
+$2.89M
2
+$2.79M
3
+$2.1M
4
CLR
CONTINENTAL RESOURCES INC.
CLR
+$1.83M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$308K

Sector Composition

1 Technology 21.38%
2 Healthcare 11.13%
3 Industrials 10.21%
4 Consumer Staples 8.32%
5 Energy 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.69M 1.52%
9,605
-355
27
$3.54M 1.46%
21,915
+481
28
$3.38M 1.39%
20,376
-666
29
$3.38M 1.39%
7,395
+124
30
$3.37M 1.39%
34,615
+1,627
31
$3.36M 1.39%
40,144
-2,475
32
$3.32M 1.37%
31,497
+2,597
33
$3.13M 1.29%
130,280
+6,043
34
$3.08M 1.27%
46,180
-2,113
35
$3.03M 1.25%
471,857
+56,811
36
$3.01M 1.24%
8,949
+39
37
$3M 1.24%
13,636
-10
38
$2.52M 1.04%
36,114
-1,174
39
$2.36M 0.97%
21,081
+1,114
40
$2.34M 0.97%
54,415
+4,771
41
$2.13M 0.88%
15,121
+285
42
$2.05M 0.85%
21,904
+1,220
43
$2.04M 0.84%
5,579
-290
44
$2.02M 0.83%
113,589
+4,397
45
$2.01M 0.83%
41,127
-1,452
46
$1.94M 0.8%
166,900
+11,592
47
$1.9M 0.78%
15,432
+894
48
$1.88M 0.77%
33,540
+2,060
49
$1.78M 0.73%
17,602
+1,232
50
$1.64M 0.68%
96,420
-3,238
1
2
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