UCMOK

United Capital Management of KS Portfolio holdings

AUM $660M
1-Year Est. Return 50.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$735M
AUM Growth
+$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$10.3M
3
+$4.84M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.3M

Top Sells

1
+$15.5M
2
+$10.1M
3
+$2.54M
4
MU icon
Micron Technology
MU
+$2.21M
5
RKLB icon
Rocket Lab Corp
RKLB
+$972K

Sector Composition

1 Technology 29.39%
2 Industrials 8.66%
3 Consumer Discretionary 7.97%
4 Energy 6.16%
5 Utilities 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.43M 0.6%
13,141
+328
52
$4.43M 0.6%
9,294
-2,091
53
$3.87M 0.53%
6,448
-314
54
$3.34M 0.45%
34,072
+12,980
55
$2.97M 0.4%
35,312
-2,975
56
$2.87M 0.39%
4,283
-146
57
$2.79M 0.38%
33,218
-46
58
$2.49M 0.34%
7,287
-1,083
59
$1.73M 0.24%
10,419
+96
60
$1.73M 0.24%
6,000
+3,000
61
$1.65M 0.22%
15,836
-64
62
$1.56M 0.21%
7,077
-53
63
$1.46M 0.2%
21,392
+116
64
$1.29M 0.18%
24,117
+613
65
$1.24M 0.17%
4,452
+205
66
$1.24M 0.17%
+1,500
67
$1.21M 0.17%
+50,000
68
$1.08M 0.15%
+1,000
69
$984K 0.13%
50,892
+1,965
70
$912K 0.12%
3,629
-156
71
$908K 0.12%
2,104
-10
72
$896K 0.12%
2,627
-620
73
$824K 0.11%
6,629
-1,893
74
$816K 0.11%
15,000
75
$807K 0.11%
10,000
+2,000
1 2
3
4 5