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
$1.01B
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$3.06M
3
+$2.65M
4
AMZN icon
Amazon
AMZN
+$2.52M
5
NVDA icon
NVIDIA
NVDA
+$2.49M

Top Sells

1
+$18.1M
2
+$7.41M
3
+$2.91M
4
LIN icon
Linde
LIN
+$2.57M
5
MCK icon
McKesson
MCK
+$2.53M

Sector Composition

1 Technology 23.37%
2 Healthcare 10.56%
3 Financials 9.7%
4 Communication Services 7.59%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.2M 1.31%
206,648
-729
27
$13.2M 1.3%
61,804
+939
28
$12.1M 1.19%
77,275
-4,559
29
$12M 1.19%
38,472
+1,513
30
$11.7M 1.15%
256,613
+39,239
31
$11.6M 1.15%
23,003
+295
32
$11.4M 1.12%
91,883
+1,565
33
$11M 1.08%
140,212
+2,376
34
$10.5M 1.04%
30,476
+1,111
35
$10.4M 1.03%
525,662
+31,833
36
$10.3M 1.02%
247,667
-178,350
37
$9.99M 0.99%
102,912
+1,195
38
$9.53M 0.94%
128,393
-702
39
$9.22M 0.91%
15,788
-4,328
40
$9.09M 0.9%
116,815
-12,449
41
$8.38M 0.83%
106,447
+11,342
42
$8.04M 0.79%
79,350
+2,838
43
$7.64M 0.75%
152,955
+8,264
44
$7.52M 0.74%
51,709
+2,379
45
$7.2M 0.71%
39,571
+30
46
$7.19M 0.71%
93,866
+872
47
$6.78M 0.67%
38,486
-9,441
48
$6.76M 0.67%
58,749
+327
49
$6.68M 0.66%
75,596
+8,927
50
$6.62M 0.65%
160,980
-11,458
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