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
$890M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$7.88M
3
+$7.76M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$5.8M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.69M

Top Sells

1
+$5.54M
2
+$3.93M
3
+$3.66M
4
BDX icon
Becton Dickinson
BDX
+$3.25M
5
RTX icon
RTX Corp
RTX
+$3.04M

Sector Composition

1 Technology 21.69%
2 Healthcare 10.42%
3 Financials 9.68%
4 Consumer Discretionary 7.1%
5 Communication Services 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.06M 0.57%
56,070
-167
52
$5.03M 0.56%
10,573
-1,021
53
$5.02M 0.56%
131,437
-132
54
$4.73M 0.53%
82,429
+8,784
55
$4.55M 0.51%
31,892
+13,726
56
$4.49M 0.5%
54,685
-3,866
57
$4.17M 0.47%
45,259
+42,235
58
$4.06M 0.46%
29,778
+448
59
$3.96M 0.45%
27,099
+14,316
60
$3.89M 0.44%
36,204
-740
61
$3.77M 0.42%
17,989
-1,761
62
$3.77M 0.42%
46,523
-2,578
63
$3.46M 0.39%
67,437
-7,528
64
$3.24M 0.36%
28,434
+4,597
65
$3.03M 0.34%
20,674
+1,689
66
$3M 0.34%
11,511
+253
67
$2.92M 0.33%
18,589
+622
68
$2.89M 0.32%
34,466
+23,431
69
$2.86M 0.32%
4,908
-206
70
$2.82M 0.32%
28,388
+10,077
71
$2.79M 0.31%
9,420
-99
72
$2.75M 0.31%
78,898
-2,346
73
$2.59M 0.29%
58,956
-2,663
74
$2.43M 0.27%
9,791
-835
75
$2.43M 0.27%
16,789
+658
1 2
3
4 5