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
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103
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104
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105
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106
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107
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-106,978
108
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109
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110
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-23,157
111
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112
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-40,971
113
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114
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115
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-6,905
116
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117
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-2,034
118
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119
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-18,681
120
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-80,967
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5