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
$890M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$7.88M
3
+$7.76M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$5.8M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.69M

Top Sells

1
+$5.54M
2
+$3.93M
3
+$3.66M
4
BDX icon
Becton Dickinson
BDX
+$3.25M
5
RTX icon
RTX Corp
RTX
+$3.04M

Sector Composition

1 Technology 21.69%
2 Healthcare 10.42%
3 Financials 9.68%
4 Consumer Discretionary 7.1%
5 Communication Services 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$208K 0.02%
+430
227
$203K 0.02%
+507
228
$201K 0.02%
+2,672
229
$141K 0.02%
10,208
+29
230
$68.5K 0.01%
13,333
231
$31K ﹤0.01%
17,706
+7,700
232
$21.4K ﹤0.01%
815
+36
233
$20.8K ﹤0.01%
82,725
+100
234
$8.42K ﹤0.01%
1,830
235
$2.64K ﹤0.01%
400
236
– –
-5,353
237
– –
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238
– –
-6,141
239
– –
-34,542
240
– –
-42,208
241
– –
-99,874
242
– –
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243
– –
-983
244
– –
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245
– –
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246
– –
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247
– –
-28,347
248
– –
-9,016
249
– –
-4,496
250
– –
-34,615
7 8 9
10
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