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
$454M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$7.54M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.26M
5
HAL icon
Halliburton
HAL
+$4.56M

Top Sells

1
+$6.53M
2
+$5.38M
3
+$4.81M
4
PEP icon
PepsiCo
PEP
+$4.67M
5
NOC icon
Northrop Grumman
NOC
+$4.32M

Sector Composition

1 Technology 37.18%
2 Energy 9.36%
3 Consumer Discretionary 9.03%
4 Industrials 7.96%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-27,587
77
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78
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79
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-660
80
– –
-53,094
81
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-9,821
82
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-42,352
83
– –
-9,015
84
– –
-26,708
1 2 3
4