UCMOK

United Capital Management of KS Portfolio holdings

AUM $638M
1-Year Est. Return 50.45%
This Quarter Est. Return
1 Year Est. Return
+50.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$933K
3
+$269K
4
VZ icon
Verizon
VZ
+$242K
5
HON icon
Honeywell
HON
+$227K

Top Sells

1
+$2.07M
2
+$1.1M
3
+$226K
4
QQQX icon
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
+$128K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$115K

Sector Composition

1 Technology 11.77%
2 Financials 11.13%
3 Consumer Discretionary 11.02%
4 Communication Services 10.14%
5 Healthcare 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$223K 0.16%
762
+1
102
$217K 0.16%
1,144
-250
103
$209K 0.15%
1,401
+261
104
$205K 0.15%
5,051
-341
105
$201K 0.15%
23,163
+1,679
106
– –
-1,656
107
– –
-37,640
108
– –
-7,980
1 2 3 4
5