UCMOK

United Capital Management of KS Portfolio holdings

AUM $714M
1-Year Est. Return 42.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$638M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$10.8M
3
+$10.8M
4
HIMS icon
Hims & Hers Health
HIMS
+$8.07M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$7.88M

Top Sells

1
+$14.3M
2
+$9.17M
3
+$1.89M
4
LOW icon
Lowe's Companies
LOW
+$1.51M
5
KMB icon
Kimberly-Clark
KMB
+$1.2M

Sector Composition

1 Technology 28.57%
2 Industrials 7.95%
3 Consumer Discretionary 7.63%
4 Energy 5.58%
5 Utilities 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.89M 0.61%
37,304
+668
52
$3.73M 0.58%
6,762
-170
53
$3.3M 0.52%
86,178
-2,445
54
$2.97M 0.47%
8,370
-676
55
$2.75M 0.43%
4,429
-171
56
$2.57M 0.4%
33,264
+1,470
57
$2.21M 0.35%
17,901
+1,563
58
$1.97M 0.31%
21,092
+1,001
59
$1.64M 0.26%
10,323
+437
60
$1.63M 0.26%
7,130
-271
61
$1.53M 0.24%
15,900
-947
62
$1.48M 0.23%
21,276
+521
63
$1.1M 0.17%
8,522
-8,872
64
$1.03M 0.16%
23,504
+1,582
65
$992K 0.16%
7,410
+2,740
66
$978K 0.15%
+10,000
67
$962K 0.15%
4,247
+306
68
$953K 0.15%
2,114
-155
69
$947K 0.15%
3,247
-3,390
70
$929K 0.15%
48,927
-14,614
71
$875K 0.14%
15,000
+7,000
72
$840K 0.13%
3,785
-6,781
73
$724K 0.11%
+3,000
74
$715K 0.11%
4,128
-66
75
$704K 0.11%
+5,122
1 2
3
4 5