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
$484M
AUM Growth
-$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$9.69M
3
+$8.22M
4
ISRG icon
Intuitive Surgical
ISRG
+$5.08M
5
BAC icon
Bank of America
BAC
+$4.64M

Top Sells

1
+$12.5M
2
+$9.8M
3
+$8.65M
4
DELL icon
Dell
DELL
+$8.56M
5
PLTR icon
Palantir
PLTR
+$7.07M

Sector Composition

1 Technology 26.38%
2 Energy 8.85%
3 Consumer Discretionary 8.78%
4 Industrials 5.73%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$348K 0.07%
+1,109
77
$339K 0.07%
1,175
+5
78
$318K 0.07%
+10,754
79
$287K 0.06%
8,617
+1,396
80
$282K 0.06%
15,419
+835
81
$268K 0.06%
39,891
+6,479
82
$254K 0.05%
+5,125
83
$250K 0.05%
+6,000
84
$216K 0.04%
+10,004
85
$210K 0.04%
6,769
-14,552
86
$200K 0.04%
+4,167
87
$82K 0.02%
+15,017
88
$45.4K 0.01%
55,000
+20,000
89
$36K 0.01%
5,385
+2,693
90
$21.2K ﹤0.01%
+18,418
91
$14K ﹤0.01%
34,700
92
$2.3K ﹤0.01%
333
93
– –
-32,114
94
– –
-34,031
95
– –
-9,065
96
– –
-6,166
97
– –
-2,000
98
– –
-77,397
99
– –
-446,146
100
– –
-105,000
1 2 3
4
5