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
$1B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.6M
3
+$13.5M
4
SNPS icon
Synopsys
SNPS
+$12M
5
CL icon
Colgate-Palmolive
CL
+$8.07M

Top Sells

1
+$11.5M
2
+$7.03M
3
+$5.8M
4
NOW icon
ServiceNow
NOW
+$5.03M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$4.39M

Sector Composition

1 Technology 20.73%
2 Healthcare 11.1%
3 Financials 9.77%
4 Communication Services 6.99%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.8M 1.27%
207,377
+958
27
$12.6M 1.26%
22,708
+491
28
$12.2M 1.22%
85,658
-49,490
29
$12.1M 1.21%
24,048
-5,977
30
$11.9M 1.19%
90,318
-3,182
31
$11.8M 1.18%
129,264
-7,588
32
$11.3M 1.13%
24,785
+1,791
33
$11.3M 1.12%
29,365
+557
34
$11M 1.1%
137,836
+3,333
35
$10.8M 1.08%
20,116
-14
36
$10.5M 1.05%
36,959
+1,233
37
$10.1M 1.01%
129,095
-328
38
$9.91M 0.99%
217,374
-56,939
39
$9.16M 0.91%
101,717
+89,670
40
$9.06M 0.9%
493,829
+44,022
41
$8.58M 0.86%
144,691
+16,248
42
$8.29M 0.83%
95,105
+23,191
43
$7.82M 0.78%
47,927
+627
44
$7.64M 0.76%
49,330
+4,000
45
$7.39M 0.74%
39,541
-1,759
46
$7.26M 0.73%
172,438
-82,904
47
$7.1M 0.71%
92,994
-27,825
48
$7.01M 0.7%
76,512
+5,014
49
$6.93M 0.69%
56,673
+603
50
$6.79M 0.68%
58,422
+2,279
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