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
$191M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$2.79M
3
+$2.31M
4
CNS icon
Cohen & Steers
CNS
+$1.61M
5
V icon
Visa
V
+$447K

Top Sells

1
+$9.28M
2
+$5.44M
3
+$2.57M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.41M
5
RTX icon
RTX Corp
RTX
+$1.79M

Sector Composition

1 Technology 28.05%
2 Consumer Discretionary 10.03%
3 Communication Services 9.92%
4 Healthcare 9.03%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.7%
9,116
+432
52
$1.31M 0.69%
50,882
+2,644
53
$1.02M 0.53%
14,087
-980
54
$977K 0.51%
6,605
+707
55
$910K 0.48%
1,821
-65
56
$898K 0.47%
11,932
-912
57
$875K 0.46%
22,231
+242
58
$868K 0.46%
10,985
-257
59
$866K 0.45%
44,713
+11,368
60
$854K 0.45%
9,888
-188
61
$846K 0.44%
7,477
+181
62
$828K 0.43%
10,482
+62
63
$775K 0.41%
4,924
+27
64
$703K 0.37%
5,975
+1,063
65
$701K 0.37%
9,016
+277
66
$680K 0.36%
18,680
+1,910
67
$557K 0.29%
3,427
+377
68
$530K 0.28%
10,241
-5,210
69
$530K 0.28%
9,782
+592
70
$527K 0.28%
13,295
+772
71
$484K 0.25%
7,659
+409
72
$482K 0.25%
2,722
-397
73
$358K 0.19%
7,880
-385
74
$352K 0.18%
6,931
-192
75
$330K 0.17%
5,353
-551
1 2
3
4