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
$171M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$2.76M
3
+$2.7M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.41M
5
OKTA icon
Okta
OKTA
+$2.15M

Top Sells

1
+$2.05M
2
+$1.79M
3
+$1.75M
4
DUK icon
Duke Energy
DUK
+$1.42M
5
ZS icon
Zscaler
ZS
+$1.19M

Sector Composition

1 Technology 27.04%
2 Healthcare 10.55%
3 Consumer Discretionary 10.28%
4 Communication Services 10.25%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 1.43%
61,533
+2,328
27
$2.41M 1.41%
+3,862
28
$2.34M 1.37%
13,401
-1,071
29
$2.27M 1.32%
99,480
-76,507
30
$2.24M 1.31%
36,418
+15,276
31
$2.24M 1.31%
38,081
+15,289
32
$2.18M 1.27%
11,796
+447
33
$2.15M 1.25%
15,903
+376
34
$2.15M 1.25%
+10,735
35
$2.13M 1.24%
21,704
+2,860
36
$1.91M 1.12%
17,151
-4,529
37
$1.84M 1.07%
+6,057
38
$1.71M 1%
7,955
+1,402
39
$1.65M 0.96%
+50,545
40
$1.64M 0.96%
59,685
+6,090
41
$1.56M 0.91%
+15,481
42
$1.56M 0.91%
+8,980
43
$1.54M 0.9%
17,603
+85
44
$1.4M 0.82%
36,690
+3,576
45
$1.4M 0.82%
19,015
+1,222
46
$1.35M 0.79%
+11,719
47
$1.28M 0.75%
5,316
+471
48
$1.25M 0.73%
48,238
+11,844
49
$1.2M 0.7%
4,078
+519
50
$1.15M 0.67%
7,957
+3,290
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