UMC

United Maritime Capital Portfolio holdings

AUM $15.2M
1-Year Est. Return 45.46%
This Quarter Est. Return
1 Year Est. Return
-45.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.78M
3
+$1.4M
4
LABU icon
Direxion Daily S&P Biotech Bull 3X Shares
LABU
+$1.25M
5
ROKU icon
Roku
ROKU
+$611K

Top Sells

1
+$6.9M
2
+$1.99M
3
+$1.67M
4
VALE icon
Vale
VALE
+$1.42M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.03M

Sector Composition

1 Consumer Discretionary 34.62%
2 Communication Services 27.93%
3 Technology 7.63%
4 Financials 7.15%
5 Industrials 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.8M 20.33%
155,920
+1,200
2
$13.7M 10.36%
67,000
+2,890
3
$11.3M 8.6%
92,900
+4,300
4
$9.71M 7.36%
6,235
-35
5
$4.85M 3.68%
79,240
-11,700
6
$4.61M 3.49%
17,000
+800
7
$4.36M 3.3%
44,500
+4,250
8
$3.96M 3.01%
22,550
+10,150
9
$3.48M 2.64%
10,000
-100
10
$3.04M 2.3%
+12,000
11
$2.64M 2%
19,250
-4,250
12
$2.38M 1.81%
10,500
+385
13
$1.82M 1.38%
5,000
-105
14
$1.77M 1.34%
16,200
+4,300
15
$1.74M 1.32%
4,040
-2,400
16
$1.41M 1.07%
2,481
-12,169
17
$1.4M 1.06%
+77,393
18
$1.39M 1.05%
2,632
19
$1.36M 1.03%
6,000
20
$1.32M 1%
16,600
+2,000
21
$1.25M 0.95%
+850
22
$1.09M 0.83%
36,100
23
$1.05M 0.8%
4,500
+1,000
24
$1.03M 0.78%
27,450
+10,650
25
$1.01M 0.77%
4,154
-8,150
1
2 3 4