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
$307M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.73M
3
+$4.41M
4
AAPL icon
Apple
AAPL
+$3.84M
5
AMGN icon
Amgen
AMGN
+$3.58M

Top Sells

1
+$5.02M
2
+$3.95M
3
+$3.55M
4
GTN icon
Gray Television
GTN
+$3.38M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$2.72M

Sector Composition

1 Technology 9.34%
2 Industrials 8.59%
3 Healthcare 7.06%
4 Financials 6.47%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.8M 0.59%
26,193
-26,913
52
$1.76M 0.57%
58,095
+2,313
53
$1.73M 0.56%
+82,770
54
$1.72M 0.56%
41,204
-65,187
55
$1.69M 0.55%
20,091
-872
56
$1.68M 0.55%
13,455
+2,091
57
$1.66M 0.54%
+54,727
58
$1.63M 0.53%
57,196
+101
59
$1.59M 0.52%
51,686
-5,775
60
$1.58M 0.51%
13,752
-1,730
61
$1.42M 0.46%
18,323
+1,337
62
$1.41M 0.46%
5,625
-141
63
$1.37M 0.45%
44,239
-49,599
64
$1.31M 0.43%
95,232
65
$1.28M 0.42%
30,782
-2,418
66
$1.26M 0.41%
39,173
-4,927
67
$1.22M 0.4%
33,671
+3,598
68
$1.2M 0.39%
19,746
+1,261
69
$1.19M 0.39%
22,193
-66
70
$1.14M 0.37%
9,872
+3,033
71
$1.08M 0.35%
29,437
-1,968
72
$993K 0.32%
7,891
-3,664
73
$987K 0.32%
11,873
+2,030
74
$976K 0.32%
7,571
+2,066
75
$941K 0.31%
77,577
+1,076
1 2
3
4 5