UCMOK

United Capital Management of KS Portfolio holdings

AUM $735M
1-Year Est. Return 64.31%
This Quarter Est. Return
1 Year Est. Return
+64.31%
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
DHI icon
76
D.R. Horton
DHI
$41.9B
$645K 0.1%
+5,000
MARA icon
77
Marathon Digital Holdings
MARA
$4.53B
$613K 0.1%
39,117
+3,090
BRK.B icon
78
Berkshire Hathaway Class B
BRK.B
$1.1T
$566K 0.09%
1,165
SO icon
79
Southern Company
SO
$99.9B
$563K 0.09%
6,132
+134
CLSK icon
80
CleanSpark
CLSK
$2.93B
$521K 0.08%
47,240
+7,349
MO icon
81
Altria Group
MO
$97.7B
$519K 0.08%
8,855
-51
VRT icon
82
Vertiv
VRT
$65.4B
$514K 0.08%
+4,000
TEM
83
Tempus AI
TEM
$12.2B
$508K 0.08%
8,000
-2,000
AMD icon
84
Advanced Micro Devices
AMD
$402B
$499K 0.08%
+3,515
SMCI icon
85
Super Micro Computer
SMCI
$21.7B
$492K 0.08%
+10,043
VONG icon
86
Vanguard Russell 1000 Growth ETF
VONG
$33.1B
$476K 0.07%
4,360
OKLO
87
Oklo
OKLO
$15.2B
$449K 0.07%
8,016
-1,988
BITU icon
88
ProShares Ultra Bitcoin ETF
BITU
$740M
$446K 0.07%
8,613
-4
TPR icon
89
Tapestry
TPR
$20.8B
$439K 0.07%
+5,000
RGTI icon
90
Rigetti Computing
RGTI
$8.41B
$431K 0.07%
+36,319
RCAT icon
91
Red Cat Holdings
RCAT
$845M
$405K 0.06%
55,650
-30,000
CMI icon
92
Cummins
CMI
$63.9B
$369K 0.06%
1,127
+18
NOBL icon
93
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$362K 0.06%
3,599
-42
MAIN icon
94
Main Street Capital
MAIN
$5.23B
$362K 0.06%
+6,122
GLD icon
95
SPDR Gold Trust
GLD
$131B
$355K 0.06%
1,163
-12
ACHR icon
96
Archer Aviation
ACHR
$5.13B
$338K 0.05%
+31,179
BITO icon
97
ProShares Bitcoin Strategy ETF
BITO
$2.09B
$292K 0.05%
13,569
-1,850
CSHI icon
98
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$640M
$248K 0.04%
4,991
-134
SOUN icon
99
SoundHound AI
SOUN
$5.11B
$231K 0.04%
+21,567
SLV icon
100
iShares Silver Trust
SLV
$24.7B
$222K 0.03%
6,778
+9
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4
5