UAS

United Asset Strategies Portfolio holdings

AUM $1.25B
1-Year Est. Return 23.87%
This Quarter Est. Return
1 Year Est. Return
+23.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$840M
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Sells

1 +$10.3M
2 +$7.24M
3 +$6.62M
4
CMCSA icon
Comcast
CMCSA
+$4.9M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$3.5M

Sector Composition

1 Technology 17.82%
2 Healthcare 10.13%
3 Financials 9.34%
4 Communication Services 7.91%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-9,400
227
-10,322