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
$219M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.76M
3
+$3.24M
4
XYZ
Block Inc
XYZ
+$2.58M
5
APD icon
Air Products & Chemicals
APD
+$1.22M

Top Sells

1
+$5.59M
2
+$3.06M
3
+$2.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$594K
5
PYPL icon
PayPal
PYPL
+$559K

Sector Composition

1 Technology 33.88%
2 Consumer Discretionary 9.32%
3 Healthcare 8.77%
4 Materials 7.57%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.65%
9,361
+245
52
$1.42M 0.65%
55,144
+4,262
53
$1.15M 0.53%
6,809
+204
54
$1.03M 0.47%
12,885
-1,202
55
$1.01M 0.46%
49,432
+4,719
56
$953K 0.44%
9,287
-601
57
$930K 0.42%
21,230
+2,550
58
$906K 0.41%
5,945
-30
59
$885K 0.4%
11,342
+860
60
$872K 0.4%
19,490
-2,741
61
$868K 0.4%
10,198
-1,734
62
$858K 0.39%
7,279
-198
63
$819K 0.37%
11,103
+118
64
$815K 0.37%
1,507
-314
65
$805K 0.37%
+2,099
66
$804K 0.37%
4,555
-369
67
$771K 0.35%
16,226
+2,931
68
$763K 0.35%
+8,989
69
$612K 0.28%
9,969
+187
70
$537K 0.25%
7,429
-1,587
71
$513K 0.23%
2,877
+155
72
$470K 0.21%
8,061
+402
73
$437K 0.2%
1,857
-306
74
$385K 0.18%
3,918
+1,782
75
$371K 0.17%
3,280
+310
1 2
3
4