UAS

United Asset Strategies Portfolio holdings

AUM $1.3B
1-Year Est. Return 22.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$12.2M
3
+$12.1M
4
ASML icon
ASML
ASML
+$11.6M
5
AAPL icon
Apple
AAPL
+$8.91M

Top Sells

1
+$15.7M
2
+$15M
3
+$13.8M
4
MU icon
Micron Technology
MU
+$11.8M
5
GLD icon
SPDR Gold Trust
GLD
+$8.41M

Sector Composition

1 Technology 24.8%
2 Financials 11.02%
3 Healthcare 8.78%
4 Communication Services 8.26%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.8M 1.1%
33,149
+1,122
27
$12.5M 1.07%
15,641
+14,476
28
$12.5M 1.06%
105,602
+103,127
29
$12.3M 1.05%
288,252
+5,729
30
$12.1M 1.04%
132,450
+4,320
31
$12.1M 1.03%
+50,744
32
$11.9M 1.01%
82,773
-74
33
$11.4M 0.97%
136,828
-26,257
34
$11.3M 0.96%
15,402
-1,704
35
$11.2M 0.96%
131,495
+823
36
$11.1M 0.95%
61,217
-17,922
37
$10.8M 0.92%
29,435
+183
38
$10.7M 0.91%
124,438
+14,991
39
$10.6M 0.91%
26,211
-10,128
40
$10.5M 0.89%
115,184
-440
41
$10.1M 0.86%
199,947
-144,081
42
$9.73M 0.83%
155,290
+2,592
43
$9.57M 0.82%
31,381
-27,581
44
$9.51M 0.81%
181,675
-2,099
45
$9.03M 0.77%
59,142
-407
46
$8.63M 0.74%
30,922
+589
47
$7.9M 0.67%
63,684
+725
48
$7.87M 0.67%
40,297
+65
49
$7.8M 0.67%
96,279
-1,581
50
$7.37M 0.63%
30,252
+2,646
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