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
$1B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.6M
3
+$13.5M
4
SNPS icon
Synopsys
SNPS
+$12M
5
CL icon
Colgate-Palmolive
CL
+$8.07M

Top Sells

1
+$11.5M
2
+$7.03M
3
+$5.8M
4
NOW icon
ServiceNow
NOW
+$5.03M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$4.39M

Sector Composition

1 Technology 20.73%
2 Healthcare 11.1%
3 Financials 9.77%
4 Communication Services 6.99%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.19M 0.62%
66,669
+981
52
$5.78M 0.58%
133,946
+2,509
53
$5.74M 0.57%
94,250
-3,467
54
$5.13M 0.51%
9,809
-764
55
$5.08M 0.51%
93,846
+11,417
56
$5.06M 0.51%
57,236
+2,551
57
$4.94M 0.49%
32,288
+396
58
$4.77M 0.48%
19,289
+17,109
59
$4.4M 0.44%
34,587
-1,617
60
$4.34M 0.43%
+44,483
61
$4.09M 0.41%
25,746
+13,060
62
$3.95M 0.39%
5,082
+174
63
$3.88M 0.39%
26,253
-3,525
64
$3.77M 0.38%
18,376
+387
65
$3.55M 0.35%
70,505
+3,068
66
$3.47M 0.35%
47,368
+845
67
$3.12M 0.31%
11,181
-330
68
$3.1M 0.31%
79,600
+702
69
$3.04M 0.3%
24,096
-4,338
70
$2.96M 0.3%
18,261
-2,413
71
$2.95M 0.29%
17,398
+609
72
$2.86M 0.29%
19,214
+625
73
$2.78M 0.28%
28,421
+33
74
$2.77M 0.28%
51,923
+9,882
75
$2.63M 0.26%
27,889
-6,577
1 2
3
4 5