UPC
Utah Peaks Capital Portfolio holdings
AUM
$63.5M
This Quarter Return
+8.18%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$63.5M
AUM Growth
+$11.6M
(+22%)
Cap. Flow
+$9.32M
Cap. Flow
% of AUM
14.67%
Top 10 Holdings %
Top 10 Hldgs %
88.33%
Holding
77
New
11
Increased
3
Reduced
1
Closed
51
Top Buys
| 1 |
Alibaba
BABA
|
$15.3M |
| 2 |
Yum China
YUMC
|
$9.1M |
| 3 |
Trip.com Group
TCOM
|
$5.69M |
| 4 |
NetEase
NTES
|
$4.72M |
| 5 |
Metals Acquisition
MTAL
|
$4.36M |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$19.4M |
| 2 |
Sun Communities
SUI
|
$7.15M |
| 3 |
Enphase Energy
ENPH
|
$1.39M |
| 4 |
Cadence Design Systems
CDNS
|
$973K |
| 5 |
Synopsys
SNPS
|
$756K |
Sector Composition
| 1 | Consumer Discretionary | 61.81% |
| 2 | Technology | 11.14% |
| 3 | Communication Services | 10.04% |
| 4 | Materials | 7.9% |
| 5 | Healthcare | 5.19% |