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
$242M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$4.22M
3
+$1.52M
4
AMZN icon
Amazon
AMZN
+$442K
5
PLTR icon
Palantir
PLTR
+$365K

Top Sells

1
+$2.89M
2
+$2.79M
3
+$2.1M
4
CLR
CONTINENTAL RESOURCES INC.
CLR
+$1.83M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$308K

Sector Composition

1 Technology 21.38%
2 Healthcare 11.13%
3 Industrials 10.21%
4 Consumer Staples 8.32%
5 Energy 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$234K 0.1%
+882
77
$231K 0.1%
10,471
+271
78
$210K 0.09%
+5,992
79
$208K 0.09%
+2,057
80
$205K 0.08%
+3,620
81
$31.5K 0.01%
17,721
82
$6.17K ﹤0.01%
27,952
83
$3.23K ﹤0.01%
1,675
84
$1.22K ﹤0.01%
15,000
85
– –
-18,525
86
– –
-3,883
87
– –
-33,117
88
– –
-15,460
89
– –
-95,553
90
– –
-27,369
91
– –
-8,982
1 2 3
4