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
101
$219K 0.03%
4,147
-20
102
$180K 0.03%
+12,310
103
$130K 0.02%
1,502
104
$77.3K 0.01%
93,696
+38,696
105
$67.2K 0.01%
+10,000
106
$49K 0.01%
+24,757
107
$24.7K ﹤0.01%
18,418
108
$13.6K ﹤0.01%
3,470
109
– –
-71,541
110
– –
-6,000
111
– –
-4,000
112
– –
-5,385
113
– –
-1,040
114
– –
-333
115
– –
-10,156
1 2 3 4
5