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
51
$688K 0.58%
9,440
+1,226
52
$674K 0.57%
+7,542
53
$649K 0.55%
10,672
-430
54
$624K 0.53%
4,667
+2,432
55
$601K 0.51%
7,708
+218
56
$507K 0.43%
9,361
+348
57
$495K 0.42%
10,904
+2,339
58
$460K 0.39%
8,357
-1,934
59
$420K 0.35%
11,369
+1,246
60
$363K 0.31%
2,451
-112
61
$351K 0.3%
6,657
-366
62
$337K 0.28%
8,975
-895
63
$327K 0.28%
+13,800
64
$281K 0.24%
14,583
+111
65
$280K 0.24%
3,506
-151
66
$263K 0.22%
+11,629
67
$246K 0.21%
+3,639
68
$233K 0.2%
1,275
-4,694
69
$216K 0.18%
+679
70
$172K 0.14%
+10,170
71
– –
-5,558
72
– –
-29,543
73
– –
-21,396
74
– –
-36,344
75
– –
-4,942
1 2
3
4 5