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
76
$260K 0.15%
3,265
-241
77
$222K 0.13%
+1,436
78
$221K 0.13%
1,236
-39
79
$216K 0.13%
+1,855
80
$208K 0.12%
+12,650
81
$206K 0.12%
+1,083
82
$203K 0.12%
+3,385
83
$202K 0.12%
+1,080
84
– –
-5,825
85
– –
-64,283
86
– –
-14,583
87
– –
-10,904
88
– –
-84,178
89
– –
-17,531
1 2 3
4