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
$242M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$4.22M
3
+$1.52M
4
AMZN icon
Amazon
AMZN
+$442K
5
PLTR icon
Palantir
PLTR
+$365K

Top Sells

1
+$2.89M
2
+$2.79M
3
+$2.1M
4
CLR
CONTINENTAL RESOURCES INC.
CLR
+$1.83M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$308K

Sector Composition

1 Technology 21.38%
2 Healthcare 11.13%
3 Industrials 10.21%
4 Consumer Staples 8.32%
5 Energy 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.61%
46,114
+423
52
$1.33M 0.55%
14,943
+583
53
$1.27M 0.53%
8,124
+45
54
$1.11M 0.46%
15,536
+2,888
55
$1.1M 0.45%
12,057
+1,363
56
$1.07M 0.44%
29,007
+844
57
$968K 0.4%
11,048
-429
58
$877K 0.36%
7,980
+245
59
$797K 0.33%
8,856
-643
60
$731K 0.3%
2,110
-89
61
$701K 0.29%
8,517
+179
62
$561K 0.23%
6,706
-287
63
$516K 0.21%
7,229
-153
64
$471K 0.19%
5,635
+1
65
$469K 0.19%
1
66
$431K 0.18%
5,792
-1,273
67
$408K 0.17%
4,297
+214
68
$395K 0.16%
1,481
+7
69
$370K 0.15%
1,199
+146
70
$355K 0.15%
1,204
-39
71
$342K 0.14%
3,085
-241
72
$332K 0.14%
5,580
-3,174
73
$288K 0.12%
1,695
+77
74
$285K 0.12%
4,535
-603
75
$257K 0.11%
4,085
+13
1 2
3
4