UAS
United Asset Strategies Portfolio holdings
AUM
$1.25B
1-Year Est. Return
23.87%
1 Year Est. Return
+23.87%
AUM
$1.17B
AUM Growth
+$94M
(+8.7%)
Holding
254
Top Buys
| 1 | +$28.4M | |
| 2 | +$12.2M | |
| 3 | +$12.1M | |
| 4 |
ASML
ASML
|
+$11.6M |
| 5 |
Apple
AAPL
|
+$8.91M |
Top Sells
| 1 | +$15.7M | |
| 2 | +$15M | |
| 3 | +$13.8M | |
| 4 |
Micron Technology
MU
|
+$11.8M |
| 5 |
SPDR Gold Trust
GLD
|
+$8.41M |
Sector Composition
| 1 | Technology | 24.8% |
| 2 | Financials | 11.02% |
| 3 | Healthcare | 8.78% |
| 4 | Communication Services | 8.26% |
| 5 | Industrials | 7.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
SPDR Gold MiniShares Trust
GLDM
$22.3B
| – | – |
-3,665
|
|
||
252
Fidelity National Information Services
FIS
$35.4B
| – | – |
-12,626
|
|
||
253
Booking.com
BKNG
$167B
| – | – |
-230
|
|
||
254
ARK Fintech Innovation ETF
ARKF
$1.5B
| – | – |
-35,554
|
|