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
$214M
AUM Growth
+$967K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$1.97M
3
+$1.74M
4
PII icon
Polaris
PII
+$1.57M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$449K

Top Sells

1
+$1.73M
2
+$1.61M
3
+$834K
4
XYZ
Block Inc
XYZ
+$595K
5
ED icon
Consolidated Edison
ED
+$242K

Sector Composition

1 Technology 24.43%
2 Healthcare 11.36%
3 Industrials 9.87%
4 Consumer Discretionary 9.43%
5 Consumer Staples 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$281K 0.13%
1,053
+105
77
$250K 0.12%
+3,883
78
$250K 0.12%
1,618
-314
79
$242K 0.11%
4,072
-60
80
$236K 0.11%
+8,982
81
$179K 0.08%
10,200
+55
82
$29K 0.01%
18,525
-4,490
83
$23K 0.01%
17,721
+400
84
$7K ﹤0.01%
27,952
85
$5K ﹤0.01%
1,675
86
$2K ﹤0.01%
15,000
87
– –
-2,546
88
– –
-3,890
89
– –
-2,219
90
– –
-7,550
91
– –
-9,974
1 2 3
4