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
WEC icon
51
WEC Energy
WEC
$37.7B
$3.89M 0.61%
37,304
+668
QQQ icon
52
Invesco QQQ Trust
QQQ
$383B
$3.73M 0.58%
6,762
-170
BKR icon
53
Baker Hughes
BKR
$43.8B
$3.3M 0.52%
86,178
-2,445
V icon
54
Visa
V
$671B
$2.97M 0.47%
8,370
-676
IVV icon
55
iShares Core S&P 500 ETF
IVV
$660B
$2.75M 0.43%
4,429
-171
MRVL icon
56
Marvell Technology
MRVL
$76.6B
$2.57M 0.4%
33,264
+1,470
MU icon
57
Micron Technology
MU
$215B
$2.21M 0.35%
17,901
+1,563
UBER icon
58
Uber
UBER
$197B
$1.97M 0.31%
21,092
+1,001
QCOM icon
59
Qualcomm
QCOM
$176B
$1.64M 0.26%
10,323
+437
WM icon
60
Waste Management
WM
$86.1B
$1.63M 0.26%
7,130
-271
AEE icon
61
Ameren
AEE
$28.5B
$1.53M 0.24%
15,900
-947
CSCO icon
62
Cisco
CSCO
$275B
$1.48M 0.23%
21,276
+521
KMB icon
63
Kimberly-Clark
KMB
$39.8B
$1.1M 0.17%
8,522
-8,872
LMND icon
64
Lemonade
LMND
$3.88B
$1.03M 0.16%
23,504
+1,582
NFLX icon
65
Netflix
NFLX
$511B
$992K 0.16%
741
+274
SANM icon
66
Sanmina
SANM
$7.03B
$978K 0.15%
+10,000
TSM icon
67
TSMC
TSM
$1.58T
$962K 0.15%
4,247
+306
DPZ icon
68
Domino's
DPZ
$14.1B
$953K 0.15%
2,114
-155
GD icon
69
General Dynamics
GD
$89.3B
$947K 0.15%
3,247
-3,390
FPEI icon
70
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.72B
$929K 0.15%
48,927
-14,614
EQT icon
71
EQT Corp
EQT
$34.6B
$875K 0.14%
15,000
+7,000
LOW icon
72
Lowe's Companies
LOW
$135B
$840K 0.13%
3,785
-6,781
HII icon
73
Huntington Ingalls Industries
HII
$11.2B
$724K 0.11%
+3,000
IYW icon
74
iShares US Technology ETF
IYW
$22.1B
$715K 0.11%
4,128
-66
FANG icon
75
Diamondback Energy
FANG
$41.1B
$704K 0.11%
+5,122
1 2
3
4 5