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
$786M
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$9.69M
3
+$9.07M
4
GLD icon
SPDR Gold Trust
GLD
+$8.25M
5
TSM icon
TSMC
TSM
+$7.79M

Top Sells

1
+$11.6M
2
+$9.75M
3
+$9.4M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$9.33M
5
LH icon
Labcorp
LH
+$7.9M

Sector Composition

1 Technology 19.74%
2 Healthcare 10.91%
3 Financials 9.82%
4 Consumer Discretionary 7.62%
5 Communication Services 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.75M 0.6%
29,457
+681
52
$4.56M 0.58%
46,072
+22,592
53
$4.55M 0.58%
18,417
+455
54
$4.41M 0.56%
32,163
-8,619
55
$3.98M 0.51%
76,831
-57,459
56
$3.7M 0.47%
11,579
+351
57
$3.41M 0.43%
49,609
-23,458
58
$3.29M 0.42%
45,447
+1,199
59
$3.29M 0.42%
64,478
+37,771
60
$3.27M 0.42%
31,738
-3,593
61
$3.26M 0.41%
21,339
+330
62
$3.19M 0.41%
146,455
-374
63
$3.15M 0.4%
22,560
-240
64
$3.13M 0.4%
16,909
-8,951
65
$3.07M 0.39%
14,320
-14
66
$2.98M 0.38%
8,283
+264
67
$2.71M 0.35%
53,995
+1,854
68
$2.62M 0.33%
31,869
+7,863
69
$2.59M 0.33%
33,882
-47,701
70
$2.45M 0.31%
39,921
+19,519
71
$2.4M 0.31%
22,380
-419
72
$2.37M 0.3%
14,621
-37,440
73
$2.25M 0.29%
45,189
-310
74
$2.25M 0.29%
40,420
-11,118
75
$2.21M 0.28%
23,489
-272
1 2
3
4 5