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
$550M
AUM Growth
+$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.9M
3
+$7.71M
4
PLTR icon
Palantir
PLTR
+$2.98M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.98M

Top Sells

1
+$2.91M
2
+$872K
3
+$687K
4
GLD icon
SPDR Gold Trust
GLD
+$507K
5
AVGO icon
Broadcom
AVGO
+$487K

Sector Composition

1 Technology 29.77%
2 Consumer Discretionary 11.88%
3 Industrials 7.99%
4 Energy 6.79%
5 Consumer Staples 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.58M 1.38%
23,990
+536
27
$6.83M 1.24%
29,447
-2,101
28
$6.52M 1.19%
82,156
+1,591
29
$6.39M 1.16%
9,065
-563
30
$6.34M 1.15%
6,918
-215
31
$6.32M 1.15%
139,189
+2,873
32
$6.13M 1.12%
50,762
+1,458
33
$5.79M 1.05%
41,490
+1,076
34
$5.61M 1.02%
31,081
+1,325
35
$5.3M 0.96%
122,239
+11,078
36
$5.28M 0.96%
20,026
+573
37
$5.16M 0.94%
24,017
+3,104
38
$5.14M 0.94%
35,501
+798
39
$4.73M 0.86%
13,937
+31
40
$4.42M 0.8%
24,864
+314
41
$4.29M 0.78%
34,031
-551
42
$4.09M 0.74%
31,234
-1
43
$3.78M 0.69%
7,398
-677
44
$3.71M 0.68%
33,625
-626
45
$3.64M 0.66%
38,480
-2,299
46
$3.57M 0.65%
131,266
-326
47
$3.5M 0.64%
29,428
+452
48
$3.5M 0.64%
15,902
-316
49
$3.31M 0.6%
35,205
+760
50
$3.29M 0.6%
36,466
-2,065
1
2
3 4