UCMOK

United Capital Management of KS Portfolio holdings

AUM $714M
1-Year Est. Return 42.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$638M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$10.8M
3
+$10.8M
4
HIMS icon
Hims & Hers Health
HIMS
+$8.07M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$7.88M

Top Sells

1
+$14.3M
2
+$9.17M
3
+$1.89M
4
LOW icon
Lowe's Companies
LOW
+$1.51M
5
KMB icon
Kimberly-Clark
KMB
+$1.2M

Sector Composition

1 Technology 28.57%
2 Industrials 7.95%
3 Consumer Discretionary 7.63%
4 Energy 5.58%
5 Utilities 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.3M 8.36%
567,460
+216
2
$51.3M 8.05%
376,638
-16,100
3
$25.8M 4.04%
1,056,570
-587,862
4
$21.4M 3.35%
+223,447
5
$21.2M 3.32%
66,654
+1,939
6
$18M 2.83%
82,241
-1,056
7
$17.8M 2.79%
87,002
-565
8
$16.8M 2.64%
104,051
+9,841
9
$16.4M 2.57%
79,894
+1,294
10
$15.5M 2.43%
295,435
+1,664
11
$15.3M 2.4%
184,347
+5,110
12
$14M 2.19%
100,637
+880
13
$13.6M 2.13%
+45,874
14
$13.2M 2.07%
+40,838
15
$12.5M 1.96%
79,155
+8,932
16
$11.8M 1.85%
29,269
+38
17
$11.7M 1.84%
465,114
+14,847
18
$11.7M 1.83%
23,510
+265
19
$11.2M 1.75%
83,030
+3,042
20
$10.7M 1.67%
82,264
+1,730
21
$10.3M 1.61%
32,752
+163
22
$10.1M 1.58%
145,345
+4,388
23
$9.6M 1.5%
12,313
+2
24
$9.44M 1.48%
189,274
+178,520
25
$8.64M 1.35%
88,390
-852
1
2 3 4 5