UCMOK

United Capital Management of KS Portfolio holdings

AUM $638M
1-Year Est. Return 50.45%
This Quarter Est. Return
1 Year Est. Return
+50.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$933K
3
+$269K
4
VZ icon
Verizon
VZ
+$242K
5
HON icon
Honeywell
HON
+$227K

Top Sells

1
+$2.07M
2
+$1.1M
3
+$226K
4
QQQX icon
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
+$128K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$115K

Sector Composition

1 Technology 11.77%
2 Financials 11.13%
3 Consumer Discretionary 11.02%
4 Communication Services 10.14%
5 Healthcare 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$510K 0.37%
12,891
+933
77
$422K 0.31%
9,953
-64
78
$411K 0.3%
10,915
+40
79
$405K 0.3%
7,440
-9
80
$378K 0.28%
4,036
-97
81
$369K 0.27%
2,624
-94
82
$359K 0.26%
3,157
-71
83
$357K 0.26%
6,542
-903
84
$349K 0.26%
3,079
-721
85
$322K 0.24%
7,641
+2,223
86
$317K 0.23%
2,261
+166
87
$274K 0.2%
4,250
+784
88
$271K 0.2%
8,508
+2,400
89
$265K 0.19%
16,538
+1,989
90
$265K 0.19%
4,913
-522
91
$263K 0.19%
1,684
-262
92
$257K 0.19%
1,052
+175
93
$247K 0.18%
1,276
-135
94
$245K 0.18%
7,937
-1,102
95
$242K 0.18%
3,824
-314
96
$233K 0.17%
1,568
-133
97
$230K 0.17%
1,986
+27
98
$227K 0.17%
+1,392
99
$226K 0.17%
1,581
-117
100
$224K 0.16%
1,935
-32
1 2 3
4
5