UCMOK
United Capital Management of KS Portfolio holdings
AUM
$735M
1-Year Est. Return
64.31%
1 Year Est. Return
+64.31%
AUM
$638M
AUM Growth
+$154M
(+32%)
Holding
115
Top Buys
| 1 | +$21.4M | |
| 2 | +$13.6M | |
| 3 | +$13.2M | |
| 4 |
Hims & Hers Health
HIMS
|
+$8.9M |
| 5 |
Rocket Lab Corp
RKLB
|
+$8.57M |
Top Sells
| 1 | +$14.3M | |
| 2 | +$9.17M | |
| 3 | +$2.19M | |
| 4 |
Lowe's Companies
LOW
|
+$1.5M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
WEC Energy
WEC
$35.2B
| $3.89M | 0.61% |
37,304
+668
|
|
||
52
Invesco QQQ Trust
QQQ
$409B
| $3.73M | 0.58% |
6,762
-170
|
|
||
53
Baker Hughes
BKR
$51.3B
| $3.3M | 0.52% |
86,178
-2,445
|
|
||
54
Visa
V
$632B
| $2.97M | 0.47% |
8,370
-676
|
|
||
55
iShares Core S&P 500 ETF
IVV
$762B
| $2.75M | 0.43% |
4,429
-171
|
|
||
56
Marvell Technology
MRVL
$68.2B
| $2.57M | 0.4% |
33,264
+1,470
|
|
||
57
Micron Technology
MU
$379B
| $2.21M | 0.35% |
17,901
+1,563
|
|
||
58
Uber
UBER
$175B
| $1.97M | 0.31% |
21,092
+1,001
|
|
||
59
Qualcomm
QCOM
$173B
| $1.64M | 0.26% |
10,323
+437
|
|
||
60
Waste Management
WM
$88.6B
| $1.63M | 0.26% |
7,130
-271
|
|
||
61
Ameren
AEE
$27.9B
| $1.53M | 0.24% |
15,900
-947
|
|
||
62
Cisco
CSCO
$297B
| $1.48M | 0.23% |
21,276
+521
|
|
||
|
63
Kimberly-Clark
KMB
$33.3B
| $1.1M | 0.17% |
8,522
-8,872
|
|
||
64
Lemonade
LMND
$5.99B
| $1.03M | 0.16% |
23,504
+1,582
|
|
||
65
Netflix
NFLX
$373B
| $992K | 0.16% |
7,410
+2,740
|
|
||
66
Sanmina
SANM
$9.52B
| $978K | 0.15% |
+10,000
|
|
||
67
TSMC
TSM
$1.77T
| $962K | 0.15% |
4,247
+306
|
|
||
68
Domino's
DPZ
$13.8B
| $953K | 0.15% |
2,114
-155
|
|
||
69
General Dynamics
GD
$99.6B
| $947K | 0.15% |
3,247
-3,390
|
|
||
70
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.84B
| $929K | 0.15% |
48,927
-14,614
|
|
||
71
EQT Corp
EQT
$31.2B
| $875K | 0.14% |
15,000
+7,000
|
|
||
|
72
Lowe's Companies
LOW
$155B
| $840K | 0.13% |
3,785
-6,781
|
|
||
73
Huntington Ingalls Industries
HII
$16.4B
| $724K | 0.11% |
+3,000
|
|
||
74
iShares US Technology ETF
IYW
$21B
| $715K | 0.11% |
4,128
-66
|
|
||
75
Diamondback Energy
FANG
$43.2B
| $704K | 0.11% |
+5,122
|
|