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
$219M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.76M
3
+$3.24M
4
XYZ
Block Inc
XYZ
+$2.58M
5
APD icon
Air Products & Chemicals
APD
+$1.22M

Top Sells

1
+$5.59M
2
+$3.06M
3
+$2.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$594K
5
PYPL icon
PayPal
PYPL
+$559K

Sector Composition

1 Technology 33.88%
2 Consumer Discretionary 9.32%
3 Healthcare 8.77%
4 Materials 7.57%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 6.45%
106,445
-1,449
2
$7.59M 3.47%
34,134
+934
3
$6.71M 3.06%
21,378
-732
4
$6.57M 3%
39,508
+1,005
5
$6.26M 2.86%
38,420
+19,920
6
$6.18M 2.82%
+29,169
7
$6.14M 2.8%
23,111
-125
8
$6.13M 2.8%
28,023
+440
9
$5.86M 2.68%
29,339
+307
10
$5.8M 2.65%
15,445
-1,581
11
$5.76M 2.63%
+244,511
12
$5.4M 2.47%
91,908
+6,010
13
$5.36M 2.45%
403,864
-21,444
14
$5.2M 2.37%
95,774
-3,290
15
$4.53M 2.07%
30,517
+2,878
16
$4.24M 1.93%
18,083
-2,389
17
$4.14M 1.89%
16,893
+285
18
$4.12M 1.88%
66,499
+1,831
19
$3.68M 1.68%
20,296
+2,755
20
$3.63M 1.66%
25,781
+1,222
21
$3.63M 1.66%
277,800
+15,480
22
$3.62M 1.65%
7,239
+281
23
$3.42M 1.56%
21,713
+452
24
$3.39M 1.55%
30,928
+1,588
25
$3.35M 1.53%
9,445
-400
1
2 3 4