UCMOK

United Capital Management of KS Portfolio holdings

AUM $638M
1-Year Est. Return 50.45%
This Quarter Est. Return
1 Year Est. Return
+50.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$933K
3
+$269K
4
VZ icon
Verizon
VZ
+$242K
5
HON icon
Honeywell
HON
+$227K

Top Sells

1
+$2.07M
2
+$1.1M
3
+$226K
4
QQQX icon
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
+$128K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$115K

Sector Composition

1 Technology 11.77%
2 Financials 11.13%
3 Consumer Discretionary 11.02%
4 Communication Services 10.14%
5 Healthcare 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$874K 0.64%
17,175
+2,365
52
$873K 0.64%
28,953
+1,006
53
$865K 0.63%
17,080
-101
54
$849K 0.62%
5,343
+283
55
$820K 0.6%
3,833
+142
56
$818K 0.6%
4,379
+306
57
$793K 0.58%
11,292
+1,410
58
$789K 0.58%
11,596
-435
59
$757K 0.55%
3,960
+221
60
$719K 0.53%
10,959
-255
61
$708K 0.52%
2,578
-119
62
$691K 0.51%
9,859
+497
63
$678K 0.5%
4,245
+440
64
$669K 0.49%
4,429
+350
65
$656K 0.48%
3,713
+238
66
$623K 0.46%
6,640
+452
67
$622K 0.45%
7,460
+772
68
$614K 0.45%
10,214
-1,767
69
$548K 0.4%
9,534
+333
70
$543K 0.4%
8,769
+442
71
$539K 0.39%
6,822
+516
72
$528K 0.39%
2,384
+203
73
$526K 0.38%
23,631
+1,437
74
$524K 0.38%
9,012
+1,400
75
$513K 0.37%
4,754
+231
1 2
3
4 5