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
51
$1.11M 0.65%
8,684
+1,142
52
$1.04M 0.61%
17,324
+3,260
53
$1.03M 0.6%
21,989
+391
54
$1.01M 0.59%
15,067
-33
55
$968K 0.56%
5,898
+345
56
$924K 0.54%
15,451
+338
57
$866K 0.51%
12,844
-4,676
58
$858K 0.5%
1,886
-392
59
$797K 0.46%
10,076
-596
60
$773K 0.45%
+7,296
61
$733K 0.43%
10,420
+980
62
$671K 0.39%
11,242
-127
63
$629K 0.37%
8,739
+1,031
64
$628K 0.37%
33,345
+23,175
65
$587K 0.34%
+4,897
66
$558K 0.33%
+7,250
67
$529K 0.31%
16,770
+2,970
68
$522K 0.3%
3,119
+668
69
$477K 0.28%
9,190
-171
70
$448K 0.26%
4,912
+1,273
71
$439K 0.26%
12,523
+894
72
$422K 0.25%
7,123
-1,234
73
$364K 0.21%
5,904
-753
74
$357K 0.21%
8,265
-710
75
$320K 0.19%
+3,050
1 2
3
4