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
$425M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$4.91M
3
+$4.16M
4
XRT icon
SPDR S&P Retail ETF
XRT
+$2.84M
5
GD icon
General Dynamics
GD
+$2.81M

Top Sells

1
+$4.52M
2
+$4.36M
3
+$3.02M
4
V icon
Visa
V
+$1.51M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.24M

Sector Composition

1 Technology 11.55%
2 Industrials 7.81%
3 Financials 6.55%
4 Healthcare 6.36%
5 Energy 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.9M 0.68%
50,945
+1,619
52
$2.86M 0.67%
68,444
-1,039
53
$2.84M 0.67%
+55,741
54
$2.77M 0.65%
43,696
+277
55
$2.65M 0.62%
33,155
+872
56
$2.48M 0.58%
34,634
+1,495
57
$2.35M 0.55%
16,295
+948
58
$2.26M 0.53%
29,569
+9,129
59
$2.21M 0.52%
46,631
+12,474
60
$2.04M 0.48%
88,107
-508
61
$2.03M 0.48%
41,684
-1,009
62
$2.01M 0.47%
37,633
+645
63
$1.9M 0.45%
31,483
-770
64
$1.85M 0.44%
22,233
+222
65
$1.84M 0.43%
72,515
+4,647
66
$1.77M 0.42%
15,326
+1,683
67
$1.74M 0.41%
5,033
-69
68
$1.71M 0.4%
+12,817
69
$1.64M 0.38%
14,958
-693
70
$1.64M 0.38%
+50,326
71
$1.42M 0.33%
13,201
+793
72
$1.37M 0.32%
71,872
+29,412
73
$1.31M 0.31%
60,428
-267
74
$1.31M 0.31%
10,126
+74
75
$1.3M 0.31%
6,273
-5
1 2
3
4 5