UCMOK
United Capital Management of KS Portfolio holdings
AUM
$638M
This Quarter Return
+5.97%
1 Year Return
+50.45%
3 Year Return
+218.86%
5 Year Return
+323.71%
10 Year Return
–
AUM
$242M
AUM Growth
+$242M
(+13%)
Cap. Flow
+$20.6M
Cap. Flow
% of AUM
8.49%
Top 10 Holdings %
Top 10 Hldgs %
37.77%
Holding
91
New
5
Increased
44
Reduced
30
Closed
7
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$22.6M |
| 2 |
Marathon Petroleum
MPC
|
$4.22M |
| 3 |
SPDR S&P Biotech ETF
XBI
|
$1.52M |
| 4 |
Amazon
AMZN
|
$442K |
| 5 |
Palantir
PLTR
|
$365K |
Top Sells
Sector Composition
| 1 | Technology | 21.38% |
| 2 | Healthcare | 11.13% |
| 3 | Industrials | 10.21% |
| 4 | Consumer Staples | 8.32% |
| 5 | Energy | 7.99% |
