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
1
$6.61M 5.56%
103,896
+8,052
2
$6.44M 5.42%
24,938
-1,515
3
$4.97M 4.18%
31,492
+3,473
4
$4.45M 3.75%
45,680
+4,640
5
$4.39M 3.7%
23,056
+549
6
$4.37M 3.68%
23,422
+912
7
$4.09M 3.44%
76,095
+12,475
8
$3.88M 3.26%
175,987
+21,832
9
$3.69M 3.1%
22,113
+2,694
10
$3.37M 2.84%
+258,136
11
$2.94M 2.47%
24,435
+4,007
12
$2.7M 2.28%
30,020
+3,354
13
$2.56M 2.16%
7,555
+1,512
14
$2.54M 2.14%
+31,561
15
$2.53M 2.13%
19,313
+1,507
16
$2.47M 2.08%
374,160
+51,720
17
$2.35M 1.98%
38,625
+11,986
18
$2.34M 1.97%
14,506
+2,540
19
$2.24M 1.89%
59,205
+9,234
20
$2.2M 1.85%
14,334
+1,728
21
$2.14M 1.8%
+23,381
22
$2.09M 1.76%
21,680
+3,019
23
$2.06M 1.73%
14,472
+1,147
24
$2.05M 1.72%
64,283
-11,160
25
$1.88M 1.58%
11,349
+1,617
1
2 3 4 5