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
$1.09B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$5.7M
3
+$2.92M
4
DDOG icon
Datadog
DDOG
+$1.66M
5
MRVL icon
Marvell Technology
MRVL
+$1.61M

Top Sells

1
+$10.5M
2
+$8.71M
3
+$3.9M
4
BDX icon
Becton Dickinson
BDX
+$3.72M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.54M

Sector Composition

1 Technology 22.88%
2 Financials 10.41%
3 Communication Services 8.03%
4 Healthcare 7.95%
5 Consumer Discretionary 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$209K 0.02%
1,592
-73
227
$205K 0.02%
1,157
-2,303
228
$201K 0.02%
+4,545
229
$118K 0.01%
13,333
230
$24.7K ﹤0.01%
+1,000
231
$13.5K ﹤0.01%
10,300
-30,200
232
– –
-82,725
233
– –
-9,180
234
– –
-10,105
235
– –
-28,770
236
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-15,564
237
– –
-5,238
238
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239
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240
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241
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242
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-7,460
243
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244
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245
– –
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247
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248
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249
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250
– –
-14,500
7 8 9
10
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