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
$214M
AUM Growth
+$967K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$1.97M
3
+$1.74M
4
PII icon
Polaris
PII
+$1.57M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$449K

Top Sells

1
+$1.73M
2
+$1.61M
3
+$834K
4
XYZ
Block Inc
XYZ
+$595K
5
ED icon
Consolidated Edison
ED
+$242K

Sector Composition

1 Technology 24.43%
2 Healthcare 11.36%
3 Industrials 9.87%
4 Consumer Discretionary 9.43%
5 Consumer Staples 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.73%
+16,370
52
$1.4M 0.65%
31,480
+230
53
$1.33M 0.62%
99,658
+4,661
54
$1.29M 0.61%
8,079
-85
55
$1.21M 0.57%
28,163
+563
56
$1.16M 0.54%
14,360
+324
57
$1.09M 0.51%
12,648
-1,605
58
$912K 0.43%
10,694
-179
59
$874K 0.41%
7,735
+26
60
$828K 0.39%
11,477
+216
61
$760K 0.36%
9,499
-141
62
$682K 0.32%
2,199
+53
63
$584K 0.27%
8,338
-114
64
$548K 0.26%
6,993
-97
65
$519K 0.24%
8,754
+238
66
$518K 0.24%
7,065
-326
67
$514K 0.24%
21,308
+2,058
68
$502K 0.23%
7,382
-26
69
$475K 0.22%
5,634
+1
70
$406K 0.19%
1
71
$379K 0.18%
1,474
-55
72
$353K 0.17%
4,083
-33
73
$293K 0.14%
+1,243
74
$286K 0.13%
3,326
-487
75
$283K 0.13%
5,138
-10,803
1 2
3
4