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
$213M
AUM Growth
-$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.6M
3
+$1.18M
4
VLO icon
Valero Energy
VLO
+$1.01M
5
AMAT icon
Applied Materials
AMAT
+$810K

Top Sells

1
+$4.79M
2
+$1.93M
3
+$868K
4
ABBV icon
AbbVie
ABBV
+$863K
5
COIN icon
Coinbase
COIN
+$603K

Sector Composition

1 Technology 26.48%
2 Healthcare 12.19%
3 Consumer Staples 8.57%
4 Industrials 7.38%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.1M 5.67%
88,236
-1,051
2
$8.48M 3.99%
33,025
+104
3
$6.94M 3.26%
65,261
+9,506
4
$6.61M 3.11%
38,907
-427
5
$5.92M 2.78%
53,601
-396
6
$5.78M 2.72%
53,080
+1,300
7
$5.19M 2.44%
69,857
+661
8
$5.11M 2.4%
29,259
+15,918
9
$4.88M 2.3%
45,986
+946
10
$4.79M 2.25%
28,400
+618
11
$4.59M 2.16%
59,642
-1,529
12
$4.57M 2.15%
8,890
-271
13
$4.54M 2.13%
32,143
+694
14
$4.47M 2.1%
294,760
+4,630
15
$4.46M 2.1%
35,573
-1,532
16
$4.44M 2.09%
15,827
-561
17
$4.38M 2.06%
24,688
-4
18
$4.3M 2.02%
14,350
+3,928
19
$4.01M 1.89%
20,378
-131
20
$3.95M 1.86%
10,414
-332
21
$3.91M 1.84%
35,955
+890
22
$3.61M 1.7%
89,160
+3,084
23
$3.61M 1.7%
21,667
+228
24
$3.6M 1.69%
202,857
+6,735
25
$3.54M 1.66%
7,384
+121
1
2 3 4