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
$119M
AUM Growth
-$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.54M
3
+$2.14M
4
ZS icon
Zscaler
ZS
+$730K
5
SWKS icon
Skyworks Solutions
SWKS
+$674K

Top Sells

1
+$4.31M
2
+$4.13M
3
+$2.17M
4
CVX icon
Chevron
CVX
+$2.11M
5
PSX icon
Phillips 66
PSX
+$2.08M

Sector Composition

1 Technology 23.17%
2 Communication Services 12.29%
3 Consumer Discretionary 10.72%
4 Healthcare 8.33%
5 Financials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 1.52%
18,819
+3,093
27
$1.79M 1.5%
84,178
+14,564
28
$1.77M 1.49%
22,811
+3,545
29
$1.69M 1.42%
21,391
+2,666
30
$1.54M 1.3%
17,518
+2,235
31
$1.44M 1.21%
18,844
+1,458
32
$1.42M 1.19%
17,531
+2,809
33
$1.34M 1.12%
15,527
+674
34
$1.31M 1.1%
17,793
+3,856
35
$1.27M 1.07%
22,792
+4,406
36
$1.25M 1.06%
21,142
+8,047
37
$1.08M 0.91%
53,595
+22,020
38
$1.07M 0.9%
6,553
+1,745
39
$967K 0.81%
4,845
+876
40
$941K 0.79%
36,394
-13,080
41
$908K 0.76%
5,825
+1,078
42
$905K 0.76%
33,114
+13,998
43
$895K 0.75%
17,520
-1,440
44
$888K 0.75%
3,559
+904
45
$871K 0.73%
15,100
+3,774
46
$855K 0.72%
2,278
-238
47
$849K 0.71%
21,598
+22
48
$846K 0.71%
14,064
+3,708
49
$818K 0.69%
15,113
-488
50
$770K 0.65%
5,553
+255
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2
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