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
$214M
AUM Growth
+$967K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$1.97M
3
+$1.74M
4
PII icon
Polaris
PII
+$1.57M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$449K

Top Sells

1
+$1.73M
2
+$1.61M
3
+$834K
4
XYZ
Block Inc
XYZ
+$595K
5
ED icon
Consolidated Edison
ED
+$242K

Sector Composition

1 Technology 24.43%
2 Healthcare 11.36%
3 Industrials 9.87%
4 Consumer Discretionary 9.43%
5 Consumer Staples 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.1M 5.67%
87,652
-584
2
$7.77M 3.64%
33,367
+342
3
$7.1M 3.32%
66,418
+1,157
4
$7.05M 3.3%
73,721
+20,641
5
$6.83M 3.2%
39,181
+274
6
$6.08M 2.84%
54,400
+799
7
$5.6M 2.62%
70,621
+764
8
$5.56M 2.6%
29,593
+334
9
$5.33M 2.49%
47,147
+1,161
10
$4.85M 2.27%
14,530
+180
11
$4.79M 2.24%
32,246
+103
12
$4.76M 2.23%
28,900
+500
13
$4.67M 2.18%
+50,488
14
$4.52M 2.12%
35,474
-99
15
$4.51M 2.11%
8,940
+50
16
$4.24M 1.99%
59,682
+40
17
$4.16M 1.95%
15,569
-258
18
$4.06M 1.9%
24,835
+147
19
$3.95M 1.85%
91,458
+2,298
20
$3.86M 1.8%
14,538
+216
21
$3.78M 1.77%
311,660
+16,900
22
$3.69M 1.73%
20,785
+407
23
$3.61M 1.69%
22,101
+434
24
$3.57M 1.67%
9,960
-454
25
$3.55M 1.66%
36,695
+740
1
2 3 4