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
$403M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$6.01M
3
+$5.63M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.32M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.2M

Top Sells

1
+$7.2M
2
+$6.88M
3
+$6.47M
4
NVDA icon
NVIDIA
NVDA
+$6.37M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$5.78M

Sector Composition

1 Technology 12.55%
2 Healthcare 8.47%
3 Communication Services 7.15%
4 Industrials 6.44%
5 Consumer Staples 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.32M 1.32%
+18,764
27
$5.28M 1.31%
39,912
+561
28
$5.01M 1.24%
69,155
+33,750
29
$4.73M 1.17%
49,007
-8,737
30
$4.55M 1.13%
150,495
-906
31
$4.32M 1.07%
16,763
-2,886
32
$4.23M 1.05%
43,124
-8,592
33
$4.06M 1.01%
42,207
+203
34
$3.97M 0.98%
85,404
+3,790
35
$3.96M 0.98%
128,409
-1,534
36
$3.82M 0.95%
64,759
-2,999
37
$3.65M 0.9%
86,539
-18,157
38
$3.5M 0.87%
31,646
+27,815
39
$3.48M 0.86%
157,813
+15,488
40
$3.35M 0.83%
+21,468
41
$3.2M 0.79%
47,924
+3,373
42
$3.19M 0.79%
13,216
-15,355
43
$2.83M 0.7%
26,088
+1,077
44
$2.83M 0.7%
50,981
+20,934
45
$2.79M 0.69%
25,340
-616
46
$2.54M 0.63%
38,780
-33,711
47
$2.3M 0.57%
13,936
-2,436
48
$2.25M 0.56%
44,831
-42,082
49
$2.23M 0.55%
26,916
-68
50
$2.08M 0.52%
15,392
-11,560
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