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UAS

United Asset Strategies Portfolio holdings

AUM $1.26B
1-Year Est. Return 24.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
-$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.56M
3
+$6.1M
4
AMZN icon
Amazon
AMZN
+$4.2M
5
SBUX icon
Starbucks
SBUX
+$3.96M

Top Sells

1
+$8.05M
2
+$7.32M
3
+$5.84M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$5.73M
5
MCK icon
McKesson
MCK
+$3.59M

Sector Composition

1 Technology 22.93%
2 Financials 10.43%
3 Healthcare 9.1%
4 Communication Services 8.76%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEP icon
226
American Electric Power
AEP
$69B
$319K 0.03%
2,433
-16
ESML icon
227
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.38B
$314K 0.03%
6,685
+154
HIG icon
228
Hartford Financial Services
HIG
$35B
$312K 0.02%
2,308
-78
TDG icon
229
TransDigm Group
TDG
$67.5B
$306K 0.02%
264
IVW icon
230
iShares S&P 500 Growth ETF
IVW
$73.5B
$297K 0.02%
2,623
-49
IEI icon
231
iShares 3-7 Year Treasury Bond ETF
IEI
$18.3B
$290K 0.02%
2,441
+52
LQD icon
232
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.3B
$286K 0.02%
2,620
+7
GEV icon
233
GE Vernova
GEV
$251B
$275K 0.02%
315
-33
FLOT icon
234
iShares Floating Rate Bond ETF
FLOT
$9.57B
$271K 0.02%
5,326
+70
FLGB icon
235
Franklin FTSE United Kingdom ETF
FLGB
$863M
$267K 0.02%
+7,678
FLJP icon
236
Franklin FTSE Japan ETF
FLJP
$3.72B
$267K 0.02%
+7,368
TRV icon
237
Travelers Companies
TRV
$63.1B
$264K 0.02%
907
-47
IBIT icon
238
iShares Bitcoin Trust
IBIT
$49B
$259K 0.02%
6,734
+819
CI icon
239
Cigna
CI
$76.6B
$243K 0.02%
910
-138
DVY icon
240
iShares Select Dividend ETF
DVY
$22.5B
$241K 0.02%
1,592
FDX icon
241
FedEx
FDX
$78.8B
$241K 0.02%
677
-16
QCLN icon
242
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$840M
$235K 0.02%
5,059
-20
PPA icon
243
Invesco Aerospace & Defense ETF
PPA
$7.97B
$231K 0.02%
1,396
-93
EWL icon
244
iShares MSCI Switzerland ETF
EWL
$1.79B
$227K 0.02%
+3,864
INTC icon
245
Intel
INTC
$554B
$224K 0.02%
+5,072
MPC icon
246
Marathon Petroleum
MPC
$77.7B
$221K 0.02%
+907
COF icon
247
Capital One
COF
$112B
$219K 0.02%
1,202
-75
IVV icon
248
iShares Core S&P 500 ETF
IVV
$835B
$219K 0.02%
335
-40
ROK icon
249
Rockwell Automation
ROK
$50.3B
$208K 0.02%
580
GLXY
250
Galaxy Digital Inc
GLXY
$5.84B
$194K 0.02%
10,495
8 9
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