UCMOK
United Capital Management of KS Portfolio holdings
AUM
$638M
1-Year Est. Return
50.45%
1 Year Est. Return
+50.45%
AUM
$484M
AUM Growth
-$65.5M
(-12%)
Holding
106
Top Buys
| 1 | +$9.99M | |
| 2 | +$9.69M | |
| 3 | +$8.22M | |
| 4 |
Intuitive Surgical
ISRG
|
+$5.08M |
| 5 |
Bank of America
BAC
|
+$4.64M |
Top Sells
| 1 | +$12.5M | |
| 2 | +$9.8M | |
| 3 | +$8.65M | |
| 4 |
Dell
DELL
|
+$8.56M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
United Rentals
URI
$64.4B
| – | – |
-9,065
|
|
||
102
Wheaton Precious Metals
WPM
$50.1B
| – | – |
-6,166
|
|
||
103
SPDR S&P Homebuilders ETF
XHB
$1.81B
| – | – |
-2,000
|
|
||
|
ETH
104
Grayscale Ethereum Mini Trust ETF
ETH
$2.83B
| – | – |
-77,397
|
|
||
|
ETHE
105
Grayscale Ethereum Trust ETF
ETHE
$4.48B
| – | – |
-446,146
|
|
||
|
NVA
106
Nova Minerals Ltd
NVA
$365M
| – | – |
-21,000
|
|