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
1
$9.66M 5.64%
105,972
+2,076
2
$6.65M 3.88%
32,683
+1,191
3
$6.57M 3.83%
47,600
+1,920
4
$6.54M 3.82%
21,125
-3,813
5
$5.85M 3.41%
23,344
-78
6
$5.58M 3.26%
22,554
-502
7
$5.37M 3.13%
23,668
+1,555
8
$4.9M 2.86%
25,347
+10,841
9
$4.76M 2.78%
+96,077
10
$4.5M 2.62%
264,566
+6,430
11
$4.46M 2.6%
80,932
+4,837
12
$4M 2.33%
36,146
+4,585
13
$3.71M 2.17%
391,160
+17,000
14
$3.43M 2%
25,905
+1,470
15
$3.42M 1.99%
19,600
+781
16
$3.2M 1.87%
8,766
+1,211
17
$3.05M 1.78%
7,014
+6,335
18
$3.04M 1.77%
27,747
-10,878
19
$2.97M 1.73%
15,432
+1,098
20
$2.84M 1.66%
20,191
+878
21
$2.78M 1.62%
29,649
+6,268
22
$2.7M 1.57%
+38,020
23
$2.57M 1.5%
28,107
+6,716
24
$2.57M 1.5%
27,276
-2,744
25
$2.52M 1.47%
22,521
-290
1
2 3 4