UCMOK

United Capital Management of KS Portfolio holdings

AUM $735M
1-Year Est. Return 64.31%
This Quarter Est. Return
1 Year Est. Return
+64.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$550M
AUM Growth
+$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.9M
3
+$7.71M
4
PLTR icon
Palantir
PLTR
+$2.98M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.98M

Top Sells

1
+$2.91M
2
+$872K
3
+$687K
4
GLD icon
SPDR Gold Trust
GLD
+$507K
5
AVGO icon
Broadcom
AVGO
+$487K

Sector Composition

1 Technology 29.77%
2 Consumer Discretionary 11.88%
3 Industrials 7.99%
4 Energy 6.79%
5 Consumer Staples 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$357K 0.06%
+7,221
77
$347K 0.06%
+6,166
78
$332K 0.06%
14,584
+1,237
79
$308K 0.06%
33,412
+4,218
80
$290K 0.05%
+105,000
81
$283K 0.05%
1,170
-2,095
82
$209K 0.04%
+2,000
83
$33.6K 0.01%
+2,692
84
$28.9K 0.01%
+35,000
85
$26.3K ﹤0.01%
+34,700
86
$10.5K ﹤0.01%
+10,000
87
$8.62K ﹤0.01%
+102
88
$4K ﹤0.01%
333
89
– –
-4,005
90
– –
-1,000
91
– –
-22,374
92
– –
-3,246
93
– –
-2,087
94
– –
-10,000
95
– –
-1,959
96
– –
-1,995
1 2 3
4