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
$312M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$5.74M
3
+$4.09M
4
MLI icon
Mueller Industries
MLI
+$2.66M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.25M

Top Sells

1
+$5.75M
2
+$4.74M
3
+$4.63M
4
NEE icon
NextEra Energy
NEE
+$2.8M
5
SMCI icon
Super Micro Computer
SMCI
+$1.99M

Sector Composition

1 Technology 32.88%
2 Consumer Discretionary 13.46%
3 Industrials 8.76%
4 Healthcare 7.16%
5 Energy 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$241K 0.08%
20,408
+8,578
77
$212K 0.07%
3,621
-310
78
$206K 0.07%
2,098
+10
79
$23.7K 0.01%
15,466
-2,255
80
– –
-5,992
81
– –
-33,731
82
– –
-1,127
83
– –
-18,526
84
– –
-34,727
85
– –
-5,636
86
– –
-462
87
– –
-53,979
88
– –
-2,820
1 2 3
4