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

Top Buys

1
+$11.8M
2
+$10.4M
3
+$9.95M
4
ISRG icon
Intuitive Surgical
ISRG
+$5.68M
5
BAC icon
Bank of America
BAC
+$4.95M

Top Sells

1
+$12.5M
2
+$11.5M
3
+$8.65M
4
DELL icon
Dell
DELL
+$8.56M
5
PLTR icon
Palantir
PLTR
+$7.35M

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
101
– –
-6,166
102
– –
-2,000
103
– –
-446,146
104
– –
-105,000
105
– –
-102
106
– –
-32,114
1 2 3 4
5