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
$242M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$4.22M
3
+$1.52M
4
AMZN icon
Amazon
AMZN
+$442K
5
PLTR icon
Palantir
PLTR
+$365K

Top Sells

1
+$2.89M
2
+$2.79M
3
+$2.1M
4
CLR
CONTINENTAL RESOURCES INC.
CLR
+$1.83M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$308K

Sector Composition

1 Technology 21.38%
2 Healthcare 11.13%
3 Industrials 10.21%
4 Consumer Staples 8.32%
5 Energy 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.2M 9.56%
960,114
+938,806
2
$11.4M 4.72%
87,971
+319
3
$8.31M 3.43%
65,497
-921
4
$8.22M 3.39%
34,272
+905
5
$7.74M 3.19%
38,217
-964
6
$7.38M 3.05%
88,965
+18,344
7
$6.84M 2.82%
52,840
-1,560
8
$6.67M 2.75%
75,562
+1,841
9
$5.98M 2.47%
13,940
-590
10
$5.79M 2.39%
29,051
-542
11
$5.2M 2.15%
51,863
+1,375
12
$4.99M 2.06%
33,513
+1,267
13
$4.8M 1.98%
328,380
+16,720
14
$4.79M 1.98%
33,604
-1,870
15
$4.6M 1.9%
8,680
-260
16
$4.57M 1.88%
96,630
+5,172
17
$4.51M 1.86%
25,532
+697
18
$4.4M 1.82%
52,404
+5,257
19
$4.28M 1.77%
12,036
-179
20
$4.22M 1.74%
+36,241
21
$4.21M 1.74%
20,257
-528
22
$4.17M 1.72%
57,899
-1,783
23
$4.15M 1.71%
37,824
+1,129
24
$4.14M 1.71%
22,897
+796
25
$3.84M 1.58%
14,414
-1,155
1
2 3 4