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
FBTC icon
1
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.7B
$40.8M 8.43%
567,244
-2,208
SCHO icon
2
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
$40M 8.27%
1,644,432
+75,480
PLTR icon
3
Palantir
PLTR
$426B
$33.1M 6.85%
392,738
-83,729
AAPL icon
4
Apple
AAPL
$3.7T
$17.5M 3.61%
78,600
-400
TSLA icon
5
Tesla
TSLA
$1.45T
$16.8M 3.46%
64,715
+1,353
AMZN icon
6
Amazon
AMZN
$2.3T
$15.8M 3.27%
83,297
+3,482
XLF icon
7
Financial Select Sector SPDR Fund
XLF
$54.8B
$14.6M 3.02%
293,771
+30,209
XBI icon
8
SPDR S&P Biotech ETF
XBI
$6.27B
$14.5M 3%
179,237
+6,122
PANW icon
9
Palo Alto Networks
PANW
$140B
$14.4M 2.98%
87,567
+5,435
IWP icon
10
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$11.7M 2.42%
99,757
+3,250
VLO icon
11
Valero Energy
VLO
$50B
$10.6M 2.18%
79,988
+4,267
LLY icon
12
Eli Lilly
LLY
$741B
$10.2M 2.1%
12,311
-6
ARM icon
13
Arm
ARM
$181B
$10.1M 2.08%
94,210
+3,539
NEE icon
14
NextEra Energy
NEE
$177B
$9.99M 2.06%
+140,957
NUE icon
15
Nucor
NUE
$31.4B
$9.69M 2%
+80,534
EOG icon
16
EOG Resources
EOG
$59.3B
$9.17M 1.9%
71,541
+3,235
MSFT icon
17
Microsoft
MSFT
$3.82T
$8.73M 1.8%
23,245
-12,788
MSTR icon
18
Strategy Inc
MSTR
$85.2B
$8.43M 1.74%
29,231
+245
FETH
19
Fidelity Ethereum Fund
FETH
$1.68B
$8.22M 1.7%
+450,267
WMT icon
20
Walmart
WMT
$869B
$7.83M 1.62%
89,242
-743
PPC icon
21
Pilgrim's Pride
PPC
$9.06B
$7.75M 1.6%
142,191
+3,002
ITW icon
22
Illinois Tool Works
ITW
$72.2B
$7.69M 1.59%
31,000
+766
NVDA icon
23
NVIDIA
NVDA
$4.38T
$7.61M 1.57%
70,223
-90,454
CVX icon
24
Chevron
CVX
$306B
$6.69M 1.38%
40,006
+4,505
COST icon
25
Costco
COST
$423B
$6.5M 1.34%
6,875
-43
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