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
$484M
AUM Growth
-$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$9.69M
3
+$8.22M
4
ISRG icon
Intuitive Surgical
ISRG
+$5.08M
5
BAC icon
Bank of America
BAC
+$4.64M

Top Sells

1
+$12.5M
2
+$9.8M
3
+$8.65M
4
DELL icon
Dell
DELL
+$8.56M
5
PLTR icon
Palantir
PLTR
+$7.07M

Sector Composition

1 Technology 26.38%
2 Energy 8.85%
3 Consumer Discretionary 8.78%
4 Industrials 5.73%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$3.04T
$6.5M 1.34%
42,031
+1,311
ZS icon
27
Zscaler
ZS
$47.8B
$6.47M 1.34%
32,589
+1,508
MLI icon
28
Mueller Industries
MLI
$11.1B
$6.43M 1.33%
84,450
+2,294
MPC icon
29
Marathon Petroleum
MPC
$55.7B
$6.43M 1.33%
44,117
+2,627
TJX icon
30
TJX Companies
TJX
$160B
$6.36M 1.31%
52,237
+1,475
BAC icon
31
Bank of America
BAC
$387B
$6.16M 1.27%
147,537
+111,111
LNG icon
32
Cheniere Energy
LNG
$49.7B
$5.65M 1.17%
24,438
+421
ISRG icon
33
Intuitive Surgical
ISRG
$156B
$5.46M 1.13%
11,021
+10,263
ABBV icon
34
AbbVie
ABBV
$405B
$5.33M 1.1%
25,458
+594
TFC icon
35
Truist Financial
TFC
$56.6B
$5.17M 1.07%
125,620
+3,381
SNA icon
36
Snap-on
SNA
$17.6B
$4.81M 0.99%
14,287
+350
AVGO icon
37
Broadcom
AVGO
$1.66T
$4.74M 0.98%
28,311
-1,136
CAT icon
38
Caterpillar
CAT
$247B
$4.44M 0.92%
13,450
-17,618
WEC icon
39
WEC Energy
WEC
$37.5B
$3.99M 0.82%
36,636
+1,431
IBM icon
40
IBM
IBM
$257B
$3.97M 0.82%
15,979
+77
BKR icon
41
Baker Hughes
BKR
$44.2B
$3.89M 0.8%
+88,623
FTNT icon
42
Fortinet
FTNT
$63.7B
$3.83M 0.79%
39,825
+1,345
QQQ icon
43
Invesco QQQ Trust
QQQ
$383B
$3.25M 0.67%
6,932
-466
V icon
44
Visa
V
$676B
$3.17M 0.66%
9,046
-14,944
NRG icon
45
NRG Energy
NRG
$32B
$3.15M 0.65%
33,001
-3,465
IVV icon
46
iShares Core S&P 500 ETF
IVV
$660B
$2.58M 0.53%
4,600
-202
KMB icon
47
Kimberly-Clark
KMB
$39.9B
$2.47M 0.51%
17,394
-13,840
LOW icon
48
Lowe's Companies
LOW
$135B
$2.46M 0.51%
10,566
-20,783
COIN icon
49
Coinbase
COIN
$86.4B
$2.13M 0.44%
12,386
+537
MRVL icon
50
Marvell Technology
MRVL
$76.6B
$1.96M 0.4%
31,794
-1,831
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