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
GD icon
51
General Dynamics
GD
$90.2B
$1.81M 0.37%
6,637
-13,389
WM icon
52
Waste Management
WM
$87.9B
$1.71M 0.35%
7,401
+37
AEE icon
53
Ameren
AEE
$28.2B
$1.69M 0.35%
16,847
-147
QCOM icon
54
Qualcomm
QCOM
$176B
$1.52M 0.31%
9,886
+333
UBER icon
55
Uber
UBER
$197B
$1.46M 0.3%
+20,091
MU icon
56
Micron Technology
MU
$215B
$1.42M 0.29%
16,338
+2,058
CSCO icon
57
Cisco
CSCO
$275B
$1.28M 0.26%
20,755
+65
FPEI icon
58
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.72B
$1.19M 0.25%
63,541
+927
DPZ icon
59
Domino's
DPZ
$14.3B
$1.04M 0.22%
2,269
+64
LMND icon
60
Lemonade
LMND
$3.88B
$689K 0.14%
+21,922
TSM icon
61
TSMC
TSM
$1.58T
$654K 0.14%
3,941
+101
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.07T
$620K 0.13%
1,165
+15
FTSM icon
63
First Trust Enhanced Short Maturity ETF
FTSM
$6.18B
$608K 0.13%
10,156
+1,270
META icon
64
Meta Platforms (Facebook)
META
$1.8T
$599K 0.12%
+1,040
IYW icon
65
iShares US Technology ETF
IYW
$22.1B
$589K 0.12%
4,194
-77
SO icon
66
Southern Company
SO
$110B
$552K 0.11%
5,998
+285
LDOS icon
67
Leidos
LDOS
$24B
$540K 0.11%
+4,000
MO icon
68
Altria Group
MO
$109B
$535K 0.11%
8,906
+12
RCAT icon
69
Red Cat Holdings
RCAT
$1.73B
$504K 0.1%
85,650
+40,000
TEM
70
Tempus AI
TEM
$16B
$482K 0.1%
+10,000
NFLX icon
71
Netflix
NFLX
$516B
$435K 0.09%
467
-38
EQT icon
72
EQT Corp
EQT
$34.6B
$427K 0.09%
+8,000
MARA icon
73
Marathon Digital Holdings
MARA
$8.46B
$414K 0.09%
36,027
+3,600
VONG icon
74
Vanguard Russell 1000 Growth ETF
VONG
$32.8B
$405K 0.08%
4,360
NOBL icon
75
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$372K 0.08%
3,641
-962
1 2
3
4 5