UCMOK

United Capital Management of KS Portfolio holdings

AUM $714M
1-Year Est. Return 42.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$714M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$5.79M
3
+$1.7M
4
XOM icon
Exxon Mobil
XOM
+$1.2M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.15M

Top Sells

1
+$8.32M
2
+$5.95M
3
+$3.08M
4
MSTR icon
Strategy Inc
MSTR
+$2.27M
5
LNG icon
Cheniere Energy
LNG
+$1.34M

Sector Composition

1 Technology 27.99%
2 Consumer Discretionary 8.31%
3 Industrials 8.28%
4 Energy 5.56%
5 Utilities 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTNT icon
51
Fortinet
FTNT
$58.8B
$3M 0.42%
37,824
+2,512
COIN icon
52
Coinbase
COIN
$46.4B
$2.97M 0.42%
13,150
+9
MRVL icon
53
Marvell Technology
MRVL
$69.2B
$2.92M 0.41%
34,324
+1,106
IVV icon
54
iShares Core S&P 500 ETF
IVV
$753B
$2.72M 0.38%
3,976
-307
V icon
55
Visa
V
$616B
$2.43M 0.34%
6,916
-371
PAAS icon
56
Pan American Silver
PAAS
$29B
$2.1M 0.3%
+40,629
QCOM icon
57
Qualcomm
QCOM
$152B
$1.99M 0.28%
11,658
+1,239
UBER icon
58
Uber
UBER
$155B
$1.88M 0.26%
22,963
-11,109
CSCO icon
59
Cisco
CSCO
$314B
$1.81M 0.25%
23,455
+2,063
LMND icon
60
Lemonade
LMND
$3.87B
$1.72M 0.24%
24,157
+40
AEE icon
61
Ameren
AEE
$31.3B
$1.5M 0.21%
15,017
-819
WM icon
62
Waste Management
WM
$97.1B
$1.49M 0.21%
6,783
-294
TSM icon
63
TSMC
TSM
$1.94T
$1.4M 0.2%
4,611
+159
CMI icon
64
Cummins
CMI
$80.7B
$1.35M 0.19%
2,638
+1,489
GDX icon
65
VanEck Gold Miners ETF
GDX
$36.6B
$1.25M 0.17%
+14,522
XOM icon
66
Exxon Mobil
XOM
$635B
$1.24M 0.17%
+10,306
ABTC
67
American Bitcoin Corp
ABTC
$946M
$1.23M 0.17%
724,975
WPM icon
68
Wheaton Precious Metals
WPM
$74.3B
$1.17M 0.16%
+9,946
HII icon
69
Huntington Ingalls Industries
HII
$17.4B
$1.02M 0.14%
3,000
-3,000
FPEI icon
70
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.93B
$1.01M 0.14%
52,265
+1,373
GEV icon
71
GE Vernova
GEV
$235B
$983K 0.14%
+1,504
DPZ icon
72
Domino's
DPZ
$13.5B
$874K 0.12%
2,097
-7
GD icon
73
General Dynamics
GD
$96.5B
$824K 0.12%
2,448
-179
LOW icon
74
Lowe's Companies
LOW
$148B
$772K 0.11%
3,202
-427
IYW icon
75
iShares US Technology ETF
IYW
$19.5B
$756K 0.11%
3,785
-165
1 2
3
4 5