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
$550M
AUM Growth
+$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.9M
3
+$7.71M
4
PLTR icon
Palantir
PLTR
+$2.98M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.98M

Top Sells

1
+$2.91M
2
+$872K
3
+$687K
4
GLD icon
SPDR Gold Trust
GLD
+$507K
5
AVGO icon
Broadcom
AVGO
+$487K

Sector Composition

1 Technology 29.77%
2 Consumer Discretionary 11.88%
3 Industrials 7.99%
4 Energy 6.79%
5 Consumer Staples 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.5M 8.45%
569,452
+9,949
2
$37.7M 6.87%
1,568,952
+82,236
3
$36M 6.56%
476,467
+39,350
4
$25.6M 4.66%
63,362
+302
5
$21.6M 3.93%
160,677
-6,497
6
$19.8M 3.6%
79,000
+665
7
$17.5M 3.19%
79,815
+4,506
8
$15.6M 2.84%
173,115
+2,588
9
$15.2M 2.76%
36,033
+685
10
$14.9M 2.72%
82,132
+1,602
11
$12.7M 2.32%
+263,562
12
$12.5M 2.27%
446,146
-24,527
13
$12.2M 2.23%
96,507
+93,611
14
$11.3M 2.05%
31,068
+658
15
$11.2M 2.04%
90,671
+2,331
16
$9.51M 1.73%
12,317
+84
17
$9.28M 1.69%
75,721
+2,679
18
$8.65M 1.57%
32,114
+1,377
19
$8.56M 1.56%
74,317
+2,091
20
$8.39M 1.53%
28,986
+6,380
21
$8.37M 1.52%
68,306
+2,742
22
$8.13M 1.48%
89,985
-319
23
$7.74M 1.41%
31,349
+1,049
24
$7.71M 1.4%
+40,720
25
$7.67M 1.39%
30,234
+908
1
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