UCMOK
United Capital Management of KS Portfolio holdings
AUM
$714M
1-Year Est. Return
42.43%
This Fund
S&P 500
1 Year Est. Return
+42.43%
AUM
$735M
AUM Growth
+$97.1M
(+15%)
Holding
129
Top Buys
| 1 | +$14.2M | |
| 2 | +$10.3M | |
| 3 | +$4.84M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$3.53M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.3M |
Top Sells
| 1 | +$15.5M | |
| 2 | +$10.1M | |
| 3 | +$2.54M | |
| 4 |
Micron Technology
MU
|
+$2.21M |
| 5 |
Rocket Lab Corp
RKLB
|
+$972K |
Sector Composition
| 1 | Technology | 29.39% |
| 2 | Industrials | 8.66% |
| 3 | Consumer Discretionary | 7.97% |
| 4 | Energy | 6.16% |
| 5 | Utilities | 5.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Tapestry
TPR
$31.5B
| – | – |
-5,000
|
|
||
127
State Street Financial Select Sector SPDR ETF
XLF
$51.5B
| – | – |
-295,435
|
|
||
128
Rigetti Computing
RGTI
$5.75B
| – | – |
-36,319
|
|
||
129
SoundHound AI
SOUN
$3.61B
| – | – |
-21,567
|
|