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
$171M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.56M
3
+$2.35M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.19M
5
V icon
Visa
V
+$1.98M

Top Sells

1
+$2.05M
2
+$1.79M
3
+$1.74M
4
DUK icon
Duke Energy
DUK
+$1.42M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.12M

Sector Composition

1 Technology 27.04%
2 Healthcare 10.55%
3 Consumer Discretionary 10.28%
4 Communication Services 10.25%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$260K 0.15%
3,265
-241
77
$222K 0.13%
+1,436
78
$221K 0.13%
1,236
-39
79
$216K 0.13%
+1,855
80
$208K 0.12%
+12,650
81
$206K 0.12%
+1,083
82
$203K 0.12%
+3,385
83
$202K 0.12%
+1,080
84
– –
-84,178
85
– –
-17,531
86
– –
-5,825
87
– –
-64,283
88
– –
-14,583
89
– –
-10,904
1 2 3
4