UCMOK

United Capital Management of KS Portfolio holdings

AUM $735M
1-Year Est. Return 64.31%
This Quarter Est. Return
1 Year Est. Return
+64.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.79M
3
+$2.67M
4
AMD icon
Advanced Micro Devices
AMD
+$1.66M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.12M

Top Sells

1
+$10.2M
2
+$7.82M
3
+$3.81M
4
F icon
Ford
F
+$2.84M
5
SWKS icon
Skyworks Solutions
SWKS
+$1.41M

Sector Composition

1 Technology 30.56%
2 Consumer Discretionary 11.02%
3 Energy 9.55%
4 Industrials 9.23%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.53%
91,656
-10,422
52
$1.21M 0.41%
90,390
-3,210
53
$1.19M 0.41%
15,964
+300
54
$1.18M 0.4%
7,735
-184
55
$943K 0.32%
8,495
-126
56
$789K 0.27%
2,082
-31
57
$775K 0.26%
14,410
-97
58
$643K 0.22%
9,428
+348
59
$605K 0.21%
6,831
-526
60
$571K 0.19%
7,602
+956
61
$554K 0.19%
5,281
-68
62
$446K 0.15%
16,306
+1,940
63
$420K 0.14%
4,594
-492
64
$415K 0.14%
6,985
-595
65
$408K 0.14%
1,329
-36
66
$400K 0.14%
10,580
-380
67
$396K 0.13%
1,131
+2
68
$384K 0.13%
5,938
-393
69
$270K 0.09%
3,592
-134
70
$259K 0.09%
2,200
-150
71
$225K 0.08%
769
72
$204K 0.07%
21,914
+1,506
73
$21.1K 0.01%
15,466
74
– –
-59,574
75
– –
-3,621
1 2
3
4