UCMOK

United Capital Management of KS Portfolio holdings

AUM $714M
1-Year Est. Return 42.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$638M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$10.8M
3
+$10.8M
4
HIMS icon
Hims & Hers Health
HIMS
+$8.07M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$7.88M

Top Sells

1
+$14.3M
2
+$9.17M
3
+$1.89M
4
LOW icon
Lowe's Companies
LOW
+$1.51M
5
KMB icon
Kimberly-Clark
KMB
+$1.2M

Sector Composition

1 Technology 28.57%
2 Industrials 7.95%
3 Consumer Discretionary 7.63%
4 Energy 5.58%
5 Utilities 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.57M 1.34%
+239,593
27
$7.98M 1.25%
+172,243
28
$7.98M 1.25%
45,260
+3,229
29
$7.79M 1.22%
31,491
+491
30
$7.57M 1.19%
45,544
+1,427
31
$7.22M 1.13%
26,201
-2,110
32
$7.08M 1.11%
149,645
+2,108
33
$6.89M 1.08%
86,688
+2,238
34
$6.7M 1.05%
6,768
-107
35
$6.65M 1.04%
+67,553
36
$6.55M 1.03%
+112,429
37
$6.51M 1.02%
52,714
+477
38
$6.48M 1.02%
144,146
+1,955
39
$6.39M 1%
11,762
+741
40
$6.02M 0.94%
42,010
+2,004
41
$6M 0.94%
24,636
+198
42
$5.55M 0.87%
129,105
+3,485
43
$4.9M 0.77%
30,528
-2,473
44
$4.79M 0.75%
25,799
+341
45
$4.71M 0.74%
15,994
+15
46
$4.55M 0.71%
14,613
+326
47
$4.49M 0.7%
12,813
+427
48
$4.42M 0.69%
11,385
-2,065
49
$4.05M 0.63%
38,287
-1,538
50
$3.92M 0.61%
+43,298
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