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
$1.01B
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$3.06M
3
+$2.65M
4
AMZN icon
Amazon
AMZN
+$2.52M
5
NVDA icon
NVIDIA
NVDA
+$2.49M

Top Sells

1
+$18.1M
2
+$7.41M
3
+$2.91M
4
LIN icon
Linde
LIN
+$2.57M
5
MCK icon
McKesson
MCK
+$2.53M

Sector Composition

1 Technology 23.37%
2 Healthcare 10.56%
3 Financials 9.7%
4 Communication Services 7.59%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.44M 0.64%
136,535
+2,589
52
$5.78M 0.57%
58,186
+1,513
53
$5.49M 0.54%
103,862
+10,016
54
$5.13M 0.51%
88,531
-5,719
55
$5.05M 0.5%
9,273
-536
56
$4.82M 0.48%
57,797
+561
57
$4.79M 0.47%
5,296
+214
58
$4.46M 0.44%
19,089
-200
59
$4.41M 0.44%
32,330
+42
60
$4.38M 0.43%
43,671
-812
61
$4.01M 0.4%
34,665
+78
62
$3.96M 0.39%
18,555
+179
63
$3.92M 0.39%
25,715
-31
64
$3.77M 0.37%
14,362
+3,181
65
$3.67M 0.36%
25,190
-1,063
66
$3.67M 0.36%
14,205
+7,791
67
$3.64M 0.36%
68,643
+31,983
68
$3.28M 0.32%
77,165
-2,435
69
$3.16M 0.31%
32,601
+4,180
70
$3.07M 0.3%
59,857
+7,934
71
$3.06M 0.3%
+10,944
72
$3.03M 0.3%
59,574
-10,931
73
$3.01M 0.3%
18,239
-22
74
$2.86M 0.28%
14,371
-3,027
75
$2.83M 0.28%
11,979
+4,050
1 2
3
4 5