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
$638M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$10.8M
3
+$10.8M
4
HIMS icon
Hims & Hers Health
HIMS
+$8.07M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$7.88M

Top Sells

1
+$14.3M
2
+$9.17M
3
+$1.89M
4
LOW icon
Lowe's Companies
LOW
+$1.51M
5
KMB icon
Kimberly-Clark
KMB
+$1.2M

Sector Composition

1 Technology 28.57%
2 Industrials 7.95%
3 Consumer Discretionary 7.63%
4 Energy 5.58%
5 Utilities 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$645K 0.1%
+5,000
77
$613K 0.1%
39,117
+3,090
78
$566K 0.09%
1,165
79
$563K 0.09%
6,132
+134
80
$521K 0.08%
47,240
+7,349
81
$519K 0.08%
8,855
-51
82
$514K 0.08%
+4,000
83
$508K 0.08%
8,000
-2,000
84
$499K 0.08%
+3,515
85
$492K 0.08%
+10,043
86
$476K 0.07%
4,360
87
$449K 0.07%
8,016
-1,988
88
$446K 0.07%
8,613
-4
89
$439K 0.07%
+5,000
90
$431K 0.07%
+36,319
91
$405K 0.06%
55,650
-30,000
92
$369K 0.06%
1,127
+18
93
$362K 0.06%
3,599
-42
94
$362K 0.06%
+6,122
95
$355K 0.06%
1,163
-12
96
$338K 0.05%
+31,179
97
$292K 0.05%
13,569
-1,850
98
$248K 0.04%
4,991
-134
99
$231K 0.04%
+21,567
100
$222K 0.03%
6,778
+9
1 2 3
4
5