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
$1.09B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$5.7M
3
+$2.92M
4
DDOG icon
Datadog
DDOG
+$1.66M
5
MRVL icon
Marvell Technology
MRVL
+$1.61M

Top Sells

1
+$10.5M
2
+$8.71M
3
+$3.9M
4
BDX icon
Becton Dickinson
BDX
+$3.72M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.54M

Sector Composition

1 Technology 22.88%
2 Financials 10.41%
3 Communication Services 8.03%
4 Healthcare 7.95%
5 Consumer Discretionary 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.8M 1.18%
54,690
+528
27
$12.4M 1.14%
168,159
+8,242
28
$12.4M 1.14%
44,924
-3,221
29
$12.2M 1.12%
31,383
+122
30
$12.1M 1.11%
269,044
+19,073
31
$11.9M 1.09%
82,321
+1,941
32
$11.4M 1.05%
125,107
+3,401
33
$11M 1.01%
80,227
+55,567
34
$10.1M 0.93%
111,438
+7,924
35
$9.91M 0.91%
82,317
+745
36
$9.6M 0.88%
16,846
+592
37
$9.57M 0.88%
96,177
+381
38
$9.25M 0.85%
191,432
+32,167
39
$8.83M 0.81%
70,151
+3,943
40
$8.79M 0.81%
135,156
-2,667
41
$8.63M 0.79%
39,087
+62
42
$8.45M 0.78%
32,413
+820
43
$7.94M 0.73%
109,016
-22,374
44
$7.82M 0.72%
148,827
+4,088
45
$7.75M 0.71%
98,529
+852
46
$7.71M 0.71%
40,389
+631
47
$6.77M 0.62%
60,793
+507
48
$6.73M 0.62%
86,933
-1,598
49
$6.45M 0.59%
59,964
+19
50
$6.04M 0.55%
113,013
+4,685
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