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
$484M
AUM Growth
-$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$9.69M
3
+$8.22M
4
ISRG icon
Intuitive Surgical
ISRG
+$5.08M
5
BAC icon
Bank of America
BAC
+$4.64M

Top Sells

1
+$12.5M
2
+$9.8M
3
+$8.65M
4
DELL icon
Dell
DELL
+$8.56M
5
PLTR icon
Palantir
PLTR
+$7.07M

Sector Composition

1 Technology 26.38%
2 Energy 8.85%
3 Consumer Discretionary 8.78%
4 Industrials 5.73%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.5M 1.34%
42,031
+1,311
27
$6.47M 1.34%
32,589
+1,508
28
$6.43M 1.33%
84,450
+2,294
29
$6.43M 1.33%
44,117
+2,627
30
$6.36M 1.31%
52,237
+1,475
31
$6.16M 1.27%
147,537
+111,111
32
$5.65M 1.17%
24,438
+421
33
$5.46M 1.13%
11,021
+10,263
34
$5.33M 1.1%
25,458
+594
35
$5.17M 1.07%
125,620
+3,381
36
$4.81M 0.99%
14,287
+350
37
$4.74M 0.98%
28,311
-1,136
38
$4.44M 0.92%
13,450
-17,618
39
$3.99M 0.82%
36,636
+1,431
40
$3.97M 0.82%
15,979
+77
41
$3.89M 0.8%
+88,623
42
$3.83M 0.79%
39,825
+1,345
43
$3.25M 0.67%
6,932
-466
44
$3.17M 0.66%
9,046
-14,944
45
$3.15M 0.65%
33,001
-3,465
46
$2.58M 0.53%
4,600
-202
47
$2.47M 0.51%
17,394
-13,840
48
$2.46M 0.51%
10,566
-20,783
49
$2.13M 0.44%
12,386
+537
50
$1.96M 0.4%
31,794
-1,831
1
2
3 4 5