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
$307M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.73M
3
+$4.41M
4
AAPL icon
Apple
AAPL
+$3.84M
5
AMGN icon
Amgen
AMGN
+$3.58M

Top Sells

1
+$5.02M
2
+$3.95M
3
+$3.55M
4
GTN icon
Gray Television
GTN
+$3.38M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$2.72M

Sector Composition

1 Technology 9.34%
2 Industrials 8.59%
3 Healthcare 7.06%
4 Financials 6.47%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.46M 1.46%
43,238
+299
27
$4.41M 1.44%
+67,360
28
$4.33M 1.41%
39,488
-1,881
29
$4.31M 1.41%
52,270
-435
30
$4.12M 1.34%
58,081
-1,884
31
$4.1M 1.34%
18,342
+1,645
32
$3.95M 1.29%
48,530
+13,732
33
$3.91M 1.27%
78,602
+47,720
34
$3.67M 1.2%
66,109
+217
35
$3.67M 1.2%
169,585
+70,125
36
$3.58M 1.17%
+24,457
37
$3.27M 1.07%
20,633
-4,438
38
$2.9M 0.94%
38,463
+861
39
$2.82M 0.92%
41,657
+818
40
$2.78M 0.91%
125,415
-3,392
41
$2.77M 0.9%
58,756
+52,082
42
$2.71M 0.88%
62,232
+475
43
$2.46M 0.8%
79,955
+8,381
44
$2.42M 0.79%
45,697
-2,141
45
$2.1M 0.69%
56,120
-1,680
46
$2.07M 0.68%
98,055
+27,131
47
$2.07M 0.68%
+43,215
48
$2.05M 0.67%
68,206
-1,936
49
$1.95M 0.64%
40,149
+9,353
50
$1.93M 0.63%
130,017
+4,883
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