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
$119M
AUM Growth
-$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.16M
3
+$2.36M
4
SWKS icon
Skyworks Solutions
SWKS
+$805K
5
VZ icon
Verizon
VZ
+$714K

Top Sells

1
+$4.31M
2
+$4.13M
3
+$2.17M
4
CVX icon
Chevron
CVX
+$2.11M
5
PSX icon
Phillips 66
PSX
+$2.08M

Sector Composition

1 Technology 23.17%
2 Communication Services 12.29%
3 Consumer Discretionary 10.72%
4 Healthcare 8.33%
5 Financials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,015
77
– –
-5,471
78
– –
-3,473
79
– –
-1,462
80
– –
-26,025
81
– –
-17,512
82
– –
-14,235
83
– –
-2,108
84
– –
-25,910
85
– –
-7,302
86
– –
-3,816
87
– –
-31,030
88
– –
-1,083
89
– –
-1,377
90
– –
-1,151
91
– –
-3,144
92
– –
-37,753
93
– –
-2,360
94
– –
-4,198
95
– –
-13,368
96
– –
-23,157
97
– –
-40,971
98
– –
-10,672
99
– –
-40,644
100
– –
-5,842
1 2 3
4
5