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
$802M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$16.8M
3
+$13.7M
4
MRVL icon
Marvell Technology
MRVL
+$10.6M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$9.68M

Top Sells

1
+$17M
2
+$16.8M
3
+$16.5M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$13.4M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$13.1M

Sector Composition

1 Technology 21.48%
2 Healthcare 11.44%
3 Financials 8.8%
4 Consumer Discretionary 7.56%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.49M 0.56%
132,270
-155
52
$4.23M 0.53%
26,587
-30
53
$4.2M 0.52%
20,237
+185
54
$4.06M 0.51%
82,859
+64,896
55
$4.03M 0.5%
76,876
+197
56
$3.89M 0.49%
59,810
+25,287
57
$3.86M 0.48%
29,051
-20,844
58
$3.78M 0.47%
103,036
+4,959
59
$3.74M 0.47%
110,894
-9,105
60
$3.61M 0.45%
20,163
+2,854
61
$3.59M 0.45%
33,410
+16,253
62
$3.3M 0.41%
88,798
+358
63
$2.84M 0.35%
18,749
-1,307
64
$2.77M 0.35%
8,977
+380
65
$2.77M 0.35%
41,509
+22,805
66
$2.7M 0.34%
10,325
+1,392
67
$2.64M 0.33%
14,251
-2,863
68
$2.63M 0.33%
5,614
+1,751
69
$2.59M 0.32%
10,905
+5,508
70
$2.59M 0.32%
24,124
-8,496
71
$2.51M 0.31%
17,243
-69
72
$2.47M 0.31%
13,742
+8,217
73
$2.43M 0.3%
6,375
+42
74
$2.35M 0.29%
34,546
+662
75
$2.32M 0.29%
13,670
-9,834
1 2
3
4 5