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
RKLB icon
26
Rocket Lab Corp
RKLB
$33.5B
$8.57M 1.34%
+239,593
VMBS icon
27
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$7.98M 1.25%
+172,243
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$3.04T
$7.98M 1.25%
45,260
+3,229
ITW icon
29
Illinois Tool Works
ITW
$72.2B
$7.79M 1.22%
31,491
+491
MPC icon
30
Marathon Petroleum
MPC
$55.9B
$7.57M 1.19%
45,544
+1,427
AVGO icon
31
Broadcom
AVGO
$1.66T
$7.22M 1.13%
26,201
-2,110
BAC icon
32
Bank of America
BAC
$387B
$7.08M 1.11%
149,645
+2,108
MLI icon
33
Mueller Industries
MLI
$11B
$6.89M 1.08%
86,688
+2,238
COST icon
34
Costco
COST
$423B
$6.7M 1.05%
6,768
-107
SCCO icon
35
Southern Copper
SCCO
$107B
$6.65M 1.04%
+66,419
NEM icon
36
Newmont
NEM
$103B
$6.55M 1.03%
+112,429
TJX icon
37
TJX Companies
TJX
$162B
$6.51M 1.02%
52,714
+477
PPC icon
38
Pilgrim's Pride
PPC
$9.06B
$6.48M 1.02%
144,146
+1,955
ISRG icon
39
Intuitive Surgical
ISRG
$156B
$6.39M 1%
11,762
+741
CVX icon
40
Chevron
CVX
$306B
$6.02M 0.94%
42,010
+2,004
LNG icon
41
Cheniere Energy
LNG
$49.5B
$6M 0.94%
24,636
+198
TFC icon
42
Truist Financial
TFC
$55.8B
$5.55M 0.87%
129,105
+3,485
NRG icon
43
NRG Energy
NRG
$33.1B
$4.9M 0.77%
30,528
-2,473
ABBV icon
44
AbbVie
ABBV
$400B
$4.79M 0.75%
25,799
+341
IBM icon
45
IBM
IBM
$262B
$4.71M 0.74%
15,994
+15
SNA icon
46
Snap-on
SNA
$17.3B
$4.55M 0.71%
14,613
+326
COIN icon
47
Coinbase
COIN
$86.4B
$4.49M 0.7%
12,813
+427
CAT icon
48
Caterpillar
CAT
$250B
$4.42M 0.69%
11,385
-2,065
FTNT icon
49
Fortinet
FTNT
$64B
$4.05M 0.63%
38,287
-1,538
ALAB icon
50
Astera Labs
ALAB
$26.8B
$3.92M 0.61%
+43,298
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