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
$1.07B
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$8.16M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$3.78M
5
ADBE icon
Adobe
ADBE
+$3.51M

Top Sells

1
+$9.9M
2
+$8.83M
3
+$8.42M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$6.11M
5
NVDA icon
NVIDIA
NVDA
+$2.81M

Sector Composition

1 Technology 21.56%
2 Financials 9.78%
3 Healthcare 9.72%
4 Communication Services 7.47%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$225K 0.02%
1,665
227
$224K 0.02%
2,976
228
$216K 0.02%
1,246
-31
229
$213K 0.02%
370
-36
230
$208K 0.02%
5,535
-228
231
$205K 0.02%
748
-37
232
$204K 0.02%
+872
233
$113K 0.01%
10,105
-252
234
$94.1K 0.01%
13,333
235
$49.6K ﹤0.01%
+14,500
236
$46.2K ﹤0.01%
+40,500
237
$10.8K ﹤0.01%
82,725
238
– –
-9,304
239
– –
-8,790
240
– –
-6,665
241
– –
-6,537
242
– –
-6,857
243
– –
-11,964
244
– –
-19,357
245
– –
-3,699
6 7 8 9
10