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
$550M
AUM Growth
+$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.9M
3
+$7.71M
4
PLTR icon
Palantir
PLTR
+$2.98M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.98M

Top Sells

1
+$2.91M
2
+$872K
3
+$687K
4
GLD icon
SPDR Gold Trust
GLD
+$507K
5
AVGO icon
Broadcom
AVGO
+$487K

Sector Composition

1 Technology 29.77%
2 Consumer Discretionary 11.88%
3 Industrials 7.99%
4 Energy 6.79%
5 Consumer Staples 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.12M 0.57%
23,626
-2,646
52
$2.94M 0.54%
11,849
+853
53
$2.83M 0.51%
4,802
-393
54
$2.44M 0.44%
77,397
+12,148
55
$1.6M 0.29%
+36,426
56
$1.51M 0.28%
16,994
+78
57
$1.49M 0.27%
7,364
+52
58
$1.47M 0.27%
9,553
+282
59
$1.22M 0.22%
20,690
+357
60
$1.2M 0.22%
+14,280
61
$1.17M 0.21%
62,614
+3,883
62
$926K 0.17%
2,205
+56
63
$758K 0.14%
3,840
+180
64
$681K 0.12%
4,271
-61
65
$587K 0.11%
45,650
+3,150
66
$561K 0.1%
21,321
+2,038
67
$544K 0.1%
32,427
+3,130
68
$531K 0.1%
8,886
+1,023
69
$521K 0.09%
1,150
70
$470K 0.09%
5,713
+116
71
$465K 0.08%
8,894
+557
72
$458K 0.08%
4,603
-269
73
$450K 0.08%
4,360
74
$450K 0.08%
5,050
-2,890
75
$396K 0.07%
758
+1
1 2
3
4