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
$213M
AUM Growth
-$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.6M
3
+$1.18M
4
VLO icon
Valero Energy
VLO
+$1.01M
5
AMAT icon
Applied Materials
AMAT
+$810K

Top Sells

1
+$4.79M
2
+$1.93M
3
+$868K
4
ABBV icon
AbbVie
ABBV
+$863K
5
COIN icon
Coinbase
COIN
+$603K

Sector Composition

1 Technology 26.48%
2 Healthcare 12.19%
3 Consumer Staples 8.57%
4 Industrials 7.38%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.6%
14,036
-123
52
$1.25M 0.59%
8,164
-146
53
$1.2M 0.56%
27,600
+322
54
$1.01M 0.47%
10,873
+250
55
$995K 0.47%
14,253
-12,433
56
$985K 0.46%
7,709
-5
57
$980K 0.46%
15,941
-5,496
58
$836K 0.39%
2,146
+19
59
$823K 0.39%
9,640
-172
60
$769K 0.36%
11,261
+209
61
$706K 0.33%
8,452
-114
62
$591K 0.28%
7,391
-544
63
$562K 0.26%
7,090
-889
64
$528K 0.25%
7,408
-96
65
$506K 0.24%
8,516
-1,861
66
$485K 0.23%
5,633
67
$473K 0.22%
19,250
+6
68
$424K 0.2%
1,529
-34
69
$409K 0.19%
+1
70
$395K 0.19%
4,116
-316
71
$348K 0.16%
3,813
-413
72
$325K 0.15%
1,932
-474
73
$270K 0.13%
4,132
-135
74
$259K 0.12%
948
-25
75
$242K 0.11%
2,546
-271
1 2
3
4