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 | |
|---|---|---|---|---|---|---|
51
Coinbase
COIN
$73.6B
| $4.43M | 0.6% |
13,141
+328
|
|
||
52
Caterpillar
CAT
$269B
| $4.43M | 0.6% |
9,294
-2,091
|
|
||
53
Invesco QQQ Trust
QQQ
$405B
| $3.87M | 0.53% |
6,448
-314
|
|
||
54
Uber
UBER
$182B
| $3.34M | 0.45% |
34,072
+12,980
|
|
||
55
Fortinet
FTNT
$60.3B
| $2.97M | 0.4% |
35,312
-2,975
|
|
||
56
iShares Core S&P 500 ETF
IVV
$730B
| $2.87M | 0.39% |
4,283
-146
|
|
||
57
Marvell Technology
MRVL
$77.1B
| $2.79M | 0.38% |
33,218
-46
|
|
||
58
Visa
V
$645B
| $2.49M | 0.34% |
7,287
-1,083
|
|
||
59
Qualcomm
QCOM
$180B
| $1.73M | 0.24% |
10,419
+96
|
|
||
60
Huntington Ingalls Industries
HII
$12.3B
| $1.73M | 0.24% |
6,000
+3,000
|
|
||
61
Ameren
AEE
$28.8B
| $1.65M | 0.22% |
15,836
-64
|
|
||
62
Waste Management
WM
$87.8B
| $1.56M | 0.21% |
7,077
-53
|
|
||
63
Cisco
CSCO
$304B
| $1.46M | 0.2% |
21,392
+116
|
|
||
64
Lemonade
LMND
$5.84B
| $1.29M | 0.18% |
24,117
+613
|
|
||
65
TSMC
TSM
$1.51T
| $1.24M | 0.17% |
4,452
+205
|
|
||
66
Comfort Systems
FIX
$34.5B
| $1.24M | 0.17% |
+1,500
|
|
||
67
APA Corp
APA
$8.86B
| $1.21M | 0.17% |
+50,000
|
|
||
68
KLA
KLAC
$154B
| $1.08M | 0.15% |
+1,000
|
|
||
69
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.81B
| $984K | 0.13% |
50,892
+1,965
|
|
||
70
Lowe's Companies
LOW
$136B
| $912K | 0.12% |
3,629
-156
|
|
||
71
Domino's
DPZ
$14.2B
| $908K | 0.12% |
2,104
-10
|
|
||
72
General Dynamics
GD
$92.3B
| $896K | 0.12% |
2,627
-620
|
|
||
73
Kimberly-Clark
KMB
$36.2B
| $824K | 0.11% |
6,629
-1,893
|
|
||
74
EQT Corp
EQT
$38B
| $816K | 0.11% |
15,000
|
|
||
|
TEM
75
Tempus AI
TEM
$13.9B
| $807K | 0.11% |
10,000
+2,000
|
|