UCMOK

United Capital Management of KS Portfolio holdings

AUM $735M
1-Year Est. Return 64.31%
This Quarter Est. Return
1 Year Est. Return
+64.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.79M
3
+$2.67M
4
AMD icon
Advanced Micro Devices
AMD
+$1.66M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.12M

Top Sells

1
+$10.2M
2
+$7.82M
3
+$3.81M
4
F icon
Ford
F
+$2.84M
5
SWKS icon
Skyworks Solutions
SWKS
+$1.41M

Sector Composition

1 Technology 30.56%
2 Consumer Discretionary 11.02%
3 Energy 9.55%
4 Industrials 9.23%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.2M 1.43%
28,186
+55
27
$4.04M 1.38%
23,863
+250
28
$3.86M 1.31%
37,063
+1,138
29
$3.85M 1.31%
32,872
-436
30
$3.77M 1.28%
38,899
+426
31
$3.74M 1.27%
24,068
+589
32
$3.59M 1.22%
8,371
-276
33
$3.46M 1.18%
73,201
+2,026
34
$3.27M 1.11%
91,865
+6,685
35
$3.24M 1.1%
46,726
+391
36
$3.2M 1.09%
18,952
+1,231
37
$3.17M 1.08%
14,357
+1,299
38
$3M 1.02%
16,667
-2,721
39
$2.95M 1%
102,965
+2,004
40
$2.88M 0.98%
146,922
+2,980
41
$2.87M 0.98%
34,560
-360
42
$2.85M 0.97%
12,353
+180
43
$2.79M 0.95%
+16,840
44
$2.75M 0.94%
73,144
+3,196
45
$2.23M 0.76%
38,066
-627
46
$2.12M 0.72%
15,079
+253
47
$1.93M 0.66%
23,995
+706
48
$1.91M 0.65%
49,593
+1,220
49
$1.69M 0.57%
31,207
-753
50
$1.66M 0.57%
+16,149
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