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
$484M
AUM Growth
-$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$9.69M
3
+$8.22M
4
ISRG icon
Intuitive Surgical
ISRG
+$5.08M
5
BAC icon
Bank of America
BAC
+$4.64M

Top Sells

1
+$12.5M
2
+$9.8M
3
+$8.65M
4
DELL icon
Dell
DELL
+$8.56M
5
PLTR icon
Palantir
PLTR
+$7.07M

Sector Composition

1 Technology 26.38%
2 Energy 8.85%
3 Consumer Discretionary 8.78%
4 Industrials 5.73%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81M 0.37%
6,637
-13,389
52
$1.71M 0.35%
7,401
+37
53
$1.69M 0.35%
16,847
-147
54
$1.52M 0.31%
9,886
+333
55
$1.46M 0.3%
+20,091
56
$1.42M 0.29%
16,338
+2,058
57
$1.28M 0.26%
20,755
+65
58
$1.19M 0.25%
63,541
+927
59
$1.04M 0.22%
2,269
+64
60
$689K 0.14%
+21,922
61
$654K 0.14%
3,941
+101
62
$620K 0.13%
1,165
+15
63
$608K 0.13%
10,156
+1,270
64
$599K 0.12%
+1,040
65
$589K 0.12%
4,194
-77
66
$552K 0.11%
5,998
+285
67
$540K 0.11%
+4,000
68
$535K 0.11%
8,906
+12
69
$504K 0.1%
85,650
+40,000
70
$482K 0.1%
+10,000
71
$435K 0.09%
4,670
-380
72
$427K 0.09%
+8,000
73
$414K 0.09%
36,027
+3,600
74
$405K 0.08%
4,360
75
$372K 0.08%
3,641
-962
1 2
3
4 5