UPC
Utah Peaks Capital Portfolio holdings
AUM
$63.5M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$51.9M
AUM Growth
–
Holding
62
Top Buys
| 1 | +$21.2M | |
| 2 | +$7.15M | |
| 3 | +$2.29M | |
| 4 |
Enphase Energy
ENPH
|
+$1.39M |
| 5 |
Cadence Design Systems
CDNS
|
+$973K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 60.46% |
| 2 | Real Estate | 13.77% |
| 3 | Financials | 4.87% |
| 4 | Consumer Discretionary | 4.81% |
| 5 | Healthcare | 4.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Keysight
KEYS
$38.1B
| $236K | 0.43% |
+1,377
|
|
||
52
L3Harris
LHX
$67.4B
| $220K | 0.4% |
+1,056
|
|
||
53
American Electric Power
AEP
$63.6B
| $214K | 0.39% |
+2,251
|
|
||
54
NVR
NVR
$20.8B
| $212K | 0.39% |
+46
|
|
||
55
Leidos
LDOS
$24B
| $210K | 0.38% |
+1,994
|
|
||
56
SiriusXM
SIRI
$6.78B
| $68.4K | 0.12% |
+1,171
|
|
||
57
VanEck Gold Miners ETF
GDX
$33.6B
| – | – |
0
|
|
||
58
Intel
INTC
$244B
| – | – |
0
|
|
||
|
APEN
59
DELISTED
Apollo Endosurgery, Inc.
APEN
| – | – |
0
|
|
||
|
USER
60
DELISTED
UserTesting, Inc.
USER
| – | – |
0
|
|
||
|
HZNP
61
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| – | – |
0
|
|
||
|
TXNM
62
TXNM Energy Inc
TXNM
$6.46B
| – | – |
0
|
|