UCMOK
United Capital Management of KS Portfolio holdings
AUM
$735M
1-Year Est. Return
64.31%
1 Year Est. Return
+64.31%
AUM
$735M
AUM Growth
+$97.1M
(+15%)
Holding
129
Top Buys
| 1 | +$14.5M | |
| 2 | +$10.5M | |
| 3 | +$4.89M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$4.1M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.31M |
Top Sells
| 1 | +$15.5M | |
| 2 | +$10.1M | |
| 3 | +$2.86M | |
| 4 |
Micron Technology
MU
|
+$2.21M |
| 5 |
Rocket Lab Corp
RKLB
|
+$1.03M |
Sector Composition
| 1 | Technology | 29.39% |
| 2 | Industrials | 8.66% |
| 3 | Consumer Discretionary | 7.97% |
| 4 | Energy | 6.16% |
| 5 | Utilities | 5.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Palantir
PLTR
$401B
| $65.8M | 8.96% |
360,967
-15,671
|
|
||
2
Fidelity Wise Origin Bitcoin Fund
FBTC
$12B
| $56.4M | 7.68% |
565,287
-2,173
|
|
||
3
Tesla
TSLA
$1.43T
| $29.4M | 4% |
66,142
-512
|
|
||
4
Schwab Short-Term US Treasury ETF
SCHO
$12.4B
| $27M | 3.67% |
1,106,304
+49,734
|
|
||
|
5
iShares 7-10 Year Treasury Bond ETF
IEF
$45B
| $22.9M | 3.11% |
237,026
+13,579
|
|
||
6
Apple
AAPL
$4.12T
| $20.8M | 2.83% |
81,613
+1,719
|
|
||
|
FETH
7
Fidelity Ethereum Fund
FETH
$1.28B
| $19.2M | 2.61% |
461,948
-3,166
|
|
||
8
State Street SPDR S&P Biotech ETF
XBI
$8.17B
| $18.9M | 2.57% |
188,529
+4,182
|
|
||
9
IES Holdings
IESC
$8.31B
| $18.5M | 2.52% |
46,504
+630
|
|
||
10
Amazon
AMZN
$2.49T
| $18.4M | 2.5% |
83,806
+1,565
|
|
||
11
Palo Alto Networks
PANW
$133B
| $18M | 2.45% |
88,524
+1,522
|
|
||
|
12
Alphabet (Google) Class A
GOOGL
$3.86T
| $15.1M | 2.06% |
62,135
+16,875
|
|
||
13
NVIDIA
NVDA
$4.3T
| $14.6M | 1.99% |
78,336
-819
|
|
||
14
Duke Energy
DUK
$96.4B
| $14.5M | 1.97% |
+117,297
|
|
||
15
iShares Russell Mid-Cap Growth ETF
IWP
$20B
| $14.5M | 1.97% |
101,799
+1,162
|
|
||
16
Valero Energy
VLO
$53.9B
| $14.5M | 1.97% |
85,050
+2,020
|
|
||
17
Arm
ARM
$144B
| $14.3M | 1.94% |
100,865
-3,186
|
|
||
18
Constellation Energy
CEG
$114B
| $13.8M | 1.87% |
41,807
+969
|
|
||
19
Microsoft
MSFT
$3.66T
| $13M | 1.76% |
25,027
+1,517
|
|
||
20
Sanmina
SANM
$8.52B
| $11.7M | 1.59% |
101,252
+91,252
|
|
||
21
Nucor
NUE
$36.5B
| $11.3M | 1.54% |
83,479
+1,215
|
|
||
22
Hims & Hers Health
HIMS
$9.05B
| $11M | 1.5% |
193,741
+4,467
|
|
||
|
23
Rocket Lab Corp
RKLB
$22.5B
| $10.5M | 1.42% |
218,166
-21,427
|
|
||
24
Newmont
NEM
$99B
| $9.95M | 1.35% |
118,068
+5,639
|
|
||
25
Zscaler
ZS
$40.1B
| $9.9M | 1.35% |
33,024
+272
|
|