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UAS
United Asset Strategies Portfolio holdings
AUM
$1.26B
1-Year Est. Return
24.08%
This Fund
S&P 500
1 Year Est. Return
+24.08%
AUM
$1.26B
AUM Growth
-$38.6M
(-3%)
Holding
279
Top Buys
| 1 | +$14.2M | |
| 2 | +$6.56M | |
| 3 | +$6.1M | |
| 4 |
Amazon
AMZN
|
+$4.2M |
| 5 |
Starbucks
SBUX
|
+$3.96M |
Top Sells
| 1 | +$8.05M | |
| 2 | +$7.32M | |
| 3 | +$5.84M | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$5.73M |
| 5 |
McKesson
MCK
|
+$3.59M |
Sector Composition
| 1 | Technology | 22.93% |
| 2 | Financials | 10.43% |
| 3 | Healthcare | 9.1% |
| 4 | Communication Services | 8.76% |
| 5 | Industrials | 8.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.8B
| – | – |
-4,919
|
|
||
277
Workday
WDAY
$35.5B
| – | – |
-3,938
|
|
||
|
ALM
278
Almonty Industries
ALM
$4.67B
| – | – |
-36,483
|
|
||
279
Brown-Forman Class B
BF.B
$12.1B
| – | – |
-23,041
|
|