UAG
United Advisor Group Portfolio holdings
AUM
$578M
1-Year Return
17.34%
This Quarter Return
+5.72%
1 Year Return
+17.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$443M
AUM Growth
+$121M
(+38%)
Cap. Flow
+$105M
Cap. Flow
% of AUM
23.78%
Top 10 Holdings %
Top 10 Hldgs %
23.56%
Holding
359
New
99
Increased
196
Reduced
40
Closed
17
Top Buys
| 1 |
Amazon
AMZN
|
$3.9M |
| 2 |
Apple
AAPL
|
$3.89M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$3.48M |
| 4 |
Shopify
SHOP
|
$3.21M |
| 5 |
Microsoft
MSFT
|
$2.99M |
Top Sells
Sector Composition
| 1 | Technology | 15% |
| 2 | Financials | 9.31% |
| 3 | Consumer Discretionary | 4.88% |
| 4 | Communication Services | 4.07% |
| 5 | Industrials | 3.64% |
