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
$191M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$2.79M
3
+$2.31M
4
CNS icon
Cohen & Steers
CNS
+$1.61M
5
V icon
Visa
V
+$447K

Top Sells

1
+$9.28M
2
+$5.44M
3
+$2.57M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.41M
5
RTX icon
RTX Corp
RTX
+$1.79M

Sector Composition

1 Technology 28.05%
2 Consumer Discretionary 10.03%
3 Communication Services 9.92%
4 Healthcare 9.03%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$309K 0.16%
+2,163
77
$304K 0.16%
5,295
-31,123
78
$303K 0.16%
+2,970
79
$273K 0.14%
12,653
-251,913
80
$267K 0.14%
1,063
-17
81
$264K 0.14%
3,234
-31
82
$252K 0.13%
2,110
+255
83
$251K 0.13%
1,065
-18
84
$216K 0.11%
12,650
85
$203K 0.11%
3,385
86
$200K 0.1%
+2,136
87
$159K 0.08%
1,279
-157
88
$131K 0.07%
617
-619
89
– –
-27,276
90
– –
-3,862
1 2 3
4