UCMOK

United Capital Management of KS Portfolio holdings

AUM $660M
1-Year Est. Return 50.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$735M
AUM Growth
+$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$10.3M
3
+$4.84M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.3M

Top Sells

1
+$15.5M
2
+$10.1M
3
+$2.54M
4
MU icon
Micron Technology
MU
+$2.21M
5
RKLB icon
Rocket Lab Corp
RKLB
+$972K

Sector Composition

1 Technology 29.39%
2 Industrials 8.66%
3 Consumer Discretionary 7.97%
4 Energy 6.16%
5 Utilities 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$774K 0.11%
3,950
-178
77
$754K 0.1%
5,000
+1,000
78
$754K 0.1%
51,976
+4,736
79
$731K 0.1%
40,054
+937
80
$728K 0.1%
+5,138
81
$701K 0.1%
+20,000
82
$672K 0.09%
6,016
-2,000
83
$645K 0.09%
+3,501
84
$592K 0.08%
8,958
+103
85
$587K 0.08%
6,191
+59
86
$586K 0.08%
1,165
87
$567K 0.08%
+3,000
88
$567K 0.08%
+2,029
89
$541K 0.07%
+5,022
90
$512K 0.07%
4,270
-3,140
91
$493K 0.07%
+20,000
92
$485K 0.07%
1,149
+22
93
$481K 0.07%
10,043
94
$451K 0.06%
8,448
-165
95
$441K 0.06%
+51,305
96
$427K 0.06%
6,719
+597
97
$411K 0.06%
3,410
-950
98
$411K 0.06%
+3,000
99
$374K 0.05%
1,052
-111
100
$366K 0.05%
35,348
-20,302
2 3
4
5 6