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
$638M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$13.6M
3
+$13.2M
4
HIMS icon
Hims & Hers Health
HIMS
+$8.9M
5
RKLB icon
Rocket Lab Corp
RKLB
+$8.57M

Top Sells

1
+$14.3M
2
+$9.17M
3
+$2.19M
4
LOW icon
Lowe's Companies
LOW
+$1.5M
5
KMB icon
Kimberly-Clark
KMB
+$1.14M

Sector Composition

1 Technology 28.57%
2 Industrials 7.95%
3 Consumer Discretionary 7.63%
4 Energy 5.58%
5 Utilities 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FBTC icon
1
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.7B
$53.3M 8.36%
567,460
+216
PLTR icon
2
Palantir
PLTR
$426B
$51.3M 8.05%
376,638
-16,100
SCHO icon
3
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
$25.8M 4.04%
1,056,570
-587,862
IEF icon
4
iShares 7-10 Year Treasury Bond ETF
IEF
$38.8B
$21.4M 3.35%
+223,447
TSLA icon
5
Tesla
TSLA
$1.45T
$21.2M 3.32%
66,654
+1,939
AMZN icon
6
Amazon
AMZN
$2.3T
$18M 2.83%
82,241
-1,056
PANW icon
7
Palo Alto Networks
PANW
$140B
$17.8M 2.79%
87,002
-565
ARM icon
8
Arm
ARM
$181B
$16.8M 2.64%
104,051
+9,841
AAPL icon
9
Apple
AAPL
$3.7T
$16.4M 2.57%
79,894
+1,294
XLF icon
10
Financial Select Sector SPDR Fund
XLF
$54.8B
$15.5M 2.43%
295,435
+1,664
XBI icon
11
SPDR S&P Biotech ETF
XBI
$6.27B
$15.3M 2.4%
184,347
+5,110
IWP icon
12
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$14M 2.19%
100,637
+880
IESC icon
13
IES Holdings
IESC
$7.77B
$13.6M 2.13%
+45,874
CEG icon
14
Constellation Energy
CEG
$126B
$13.2M 2.07%
+40,838
NVDA icon
15
NVIDIA
NVDA
$4.38T
$12.5M 1.96%
79,155
+8,932
MSTR icon
16
Strategy Inc
MSTR
$85.2B
$11.8M 1.85%
29,269
+38
FETH
17
Fidelity Ethereum Fund
FETH
$1.68B
$11.7M 1.84%
465,114
+14,847
MSFT icon
18
Microsoft
MSFT
$3.82T
$11.7M 1.83%
23,510
+265
VLO icon
19
Valero Energy
VLO
$50B
$11.2M 1.75%
83,030
+3,042
NUE icon
20
Nucor
NUE
$31.4B
$10.7M 1.67%
82,264
+1,730
ZS icon
21
Zscaler
ZS
$47.9B
$10.3M 1.61%
32,752
+163
NEE icon
22
NextEra Energy
NEE
$177B
$10.1M 1.58%
145,345
+4,388
LLY icon
23
Eli Lilly
LLY
$741B
$9.6M 1.5%
12,313
+2
HIMS icon
24
Hims & Hers Health
HIMS
$14.2B
$9.44M 1.48%
189,274
+178,520
WMT icon
25
Walmart
WMT
$869B
$8.64M 1.35%
88,390
-852
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