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
$337M
AUM Growth
+$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.7M
3
+$2.37M
4
AIG icon
American International
AIG
+$2.05M
5
NUE icon
Nucor
NUE
+$1.32M

Top Sells

1
+$4.93M
2
+$4.25M
3
+$3.38M
4
PANW icon
Palo Alto Networks
PANW
+$1.74M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.59M

Sector Composition

1 Industrials 8.38%
2 Technology 7.95%
3 Financials 7.62%
4 Healthcare 7.12%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.6%
28,837
+2,975
52
$1.91M 0.57%
36,828
-351
53
$1.91M 0.57%
21,890
+1,458
54
$1.78M 0.53%
13,181
-303
55
$1.71M 0.51%
48,665
+11,597
56
$1.67M 0.5%
36,427
+20
57
$1.66M 0.49%
58,174
-371
58
$1.66M 0.49%
19,843
+510
59
$1.62M 0.48%
50,440
+9,797
60
$1.59M 0.47%
5,731
+82
61
$1.52M 0.45%
13,777
+13
62
$1.5M 0.44%
47,824
-10,533
63
$1.47M 0.43%
22,586
-10,841
64
$1.43M 0.43%
18,561
-43,810
65
$1.42M 0.42%
20,521
+7,526
66
$1.38M 0.41%
90,304
-4,972
67
$1.25M 0.37%
37,211
+1,616
68
$1.24M 0.37%
8,703
-105
69
$1.18M 0.35%
20,679
+1,038
70
$1.15M 0.34%
8,615
+3,914
71
$1.15M 0.34%
75,685
-61,049
72
$1.14M 0.34%
27,612
-21
73
$1.12M 0.33%
8,251
-63
74
$1.1M 0.33%
+16,880
75
$1.08M 0.32%
37,763
-556
1 2
3
4 5