UCMOK
United Capital Management of KS Portfolio holdings
AUM
$638M
This Quarter Return
-13.78%
1 Year Return
+50.45%
3 Year Return
+218.86%
5 Year Return
+323.71%
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(-25%)
Cap. Flow
-$21.9M
Cap. Flow
% of AUM
-18.44%
Top 10 Holdings %
Top 10 Hldgs %
38.93%
Holding
120
New
9
Increased
48
Reduced
13
Closed
50
Top Buys
| 1 |
iShares Silver Trust
SLV
|
$3.37M |
| 2 |
Qorvo
QRVO
|
$2.55M |
| 3 |
Leidos
LDOS
|
$2.14M |
| 4 |
Zscaler
ZS
|
$730K |
| 5 |
Skyworks Solutions
SWKS
|
$674K |
Top Sells
| 1 |
VanEck Gold Miners ETF
GDX
|
$4.31M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$4.14M |
| 3 |
Oracle
ORCL
|
$2.17M |
| 4 |
Chevron
CVX
|
$2.11M |
| 5 |
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% |
