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
$294M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.79M
3
+$2.67M
4
AMD icon
Advanced Micro Devices
AMD
+$1.66M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.12M

Top Sells

1
+$10.2M
2
+$7.82M
3
+$3.81M
4
F icon
Ford
F
+$2.84M
5
SWKS icon
Skyworks Solutions
SWKS
+$1.41M

Sector Composition

1 Technology 30.56%
2 Consumer Discretionary 11.02%
3 Energy 9.55%
4 Industrials 9.23%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.2M 9.61%
1,179,316
+46,600
2
$15.3M 5.21%
89,490
-606
3
$12M 4.09%
276,390
-32,230
4
$11.7M 3.99%
37,138
-162
5
$10.6M 3.6%
385,330
-371,000
6
$9.84M 3.35%
77,402
+2,132
7
$9.42M 3.21%
66,500
+398
8
$8.96M 3.05%
559,712
+973
9
$8.03M 2.73%
32,084
+10,683
10
$7.46M 2.54%
102,217
+2,081
11
$7.21M 2.45%
26,392
+644
12
$6.99M 2.38%
26,668
+219
13
$6.84M 2.33%
12,740
+7,846
14
$6.68M 2.27%
52,723
+245
15
$5.97M 2.03%
11,702
+19
16
$5.76M 1.96%
27,730
-581
17
$5.72M 1.95%
37,794
-295
18
$5.47M 1.86%
102,582
+15
19
$5.16M 1.75%
13,661
-134
20
$4.97M 1.69%
35,891
+153
21
$4.82M 1.64%
10,840
-271
22
$4.67M 1.59%
20,313
-127
23
$4.67M 1.59%
29,997
+4,186
24
$4.25M 1.45%
7,516
-44
25
$4.22M 1.44%
11,776
-825
1
2 3 4