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
$1.07B
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$8.16M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$3.78M
5
ADBE icon
Adobe
ADBE
+$3.51M

Top Sells

1
+$9.9M
2
+$8.83M
3
+$8.42M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$6.11M
5
NVDA icon
NVIDIA
NVDA
+$2.81M

Sector Composition

1 Technology 21.56%
2 Financials 9.78%
3 Healthcare 9.72%
4 Communication Services 7.47%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.6M 1.17%
266,558
+9,945
27
$12M 1.12%
185,742
+5,679
28
$12M 1.12%
544,843
+19,181
29
$11.9M 1.11%
121,706
+4,891
30
$11.8M 1.1%
80,380
+3,105
31
$11.4M 1.06%
249,971
+2,304
32
$11M 1.02%
131,471
-8,741
33
$10.9M 1.01%
95,796
+3,913
34
$10.7M 1%
103,514
+602
35
$10.6M 0.98%
159,917
+6,129
36
$10.2M 0.95%
31,593
-6,879
37
$9.9M 0.92%
81,572
+2,222
38
$9.75M 0.91%
60,192
+50,334
39
$9.62M 0.9%
131,390
+2,997
40
$8.87M 0.83%
66,208
-62,852
41
$8.11M 0.76%
97,677
+3,811
42
$8.05M 0.75%
39,025
+539
43
$8.04M 0.75%
16,254
+466
44
$7.84M 0.73%
39,758
+187
45
$7.55M 0.7%
144,739
-8,216
46
$7.22M 0.67%
159,265
-1,715
47
$7.03M 0.65%
59,945
+1,196
48
$6.87M 0.64%
137,823
+1,288
49
$6.87M 0.64%
108,328
+4,466
50
$6.71M 0.63%
69,658
-5,938
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