UCMOK

United Capital Management of KS Portfolio holdings

AUM $660M
1-Year Est. Return 50.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$735M
AUM Growth
+$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$10.3M
3
+$4.84M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.3M

Top Sells

1
+$15.5M
2
+$10.1M
3
+$2.54M
4
MU icon
Micron Technology
MU
+$2.21M
5
RKLB icon
Rocket Lab Corp
RKLB
+$972K

Sector Composition

1 Technology 29.39%
2 Industrials 8.66%
3 Consumer Discretionary 7.97%
4 Energy 6.16%
5 Utilities 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.65M 1.31%
29,934
+665
27
$9.51M 1.29%
12,462
+149
28
$9.25M 1.26%
89,735
+1,345
29
$8.88M 1.21%
46,056
+512
30
$8.87M 1.21%
188,785
+16,542
31
$8.71M 1.19%
86,173
-515
32
$8.33M 1.13%
25,264
-937
33
$8.32M 1.13%
31,899
+408
34
$8.23M 1.12%
69,623
+1,394
35
$7.88M 1.07%
40,267
-3,031
36
$7.84M 1.07%
152,051
+2,406
37
$7.67M 1.04%
53,058
+344
38
$6.87M 0.94%
29,257
+4,621
39
$6.67M 0.91%
42,957
+947
40
$6.35M 0.86%
6,860
+92
41
$6.2M 0.84%
26,791
+992
42
$6.07M 0.83%
132,785
+3,680
43
$5.95M 0.81%
146,072
+1,926
44
$5.5M 0.75%
12,296
+534
45
$5.44M 0.74%
111,653
+25,475
46
$5.24M 0.71%
15,116
+503
47
$4.89M 0.66%
+724,975
48
$4.85M 0.66%
29,954
-574
49
$4.59M 0.62%
16,250
+256
50
$4.49M 0.61%
39,216
+1,912
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