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
$1.07B
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$8.16M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$3.78M
5
ADBE icon
Adobe
ADBE
+$3.51M

Top Sells

1
+$9.9M
2
+$8.83M
3
+$8.42M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$6.11M
5
NVDA icon
NVIDIA
NVDA
+$2.81M

Sector Composition

1 Technology 21.56%
2 Financials 9.78%
3 Healthcare 9.72%
4 Communication Services 7.47%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.11M 0.57%
88,531
52
$5.8M 0.54%
60,286
+2,100
53
$5.31M 0.49%
32,587
+257
54
$5.25M 0.49%
43,336
-335
55
$5.23M 0.49%
17,569
+3,364
56
$5.13M 0.48%
57,666
-131
57
$4.68M 0.44%
19,391
+302
58
$4.39M 0.41%
68,394
+28,120
59
$4.28M 0.4%
25,684
-31
60
$4.08M 0.38%
14,847
+485
61
$3.9M 0.36%
18,871
+316
62
$3.8M 0.35%
24,660
-530
63
$3.77M 0.35%
29,062
-5,603
64
$3.67M 0.34%
4,143
-1,153
65
$3.61M 0.34%
66,010
+6,153
66
$3.61M 0.34%
59,472
-102
67
$3.49M 0.32%
76,433
-732
68
$3.32M 0.31%
19,501
+5,737
69
$3.19M 0.3%
18,400
+161
70
$3.09M 0.29%
5,385
-3,888
71
$3.04M 0.28%
38,947
+1,882
72
$3.03M 0.28%
11,569
+3,539
73
$2.97M 0.28%
21,907
+1,725
74
$2.95M 0.27%
29,100
-3,501
75
$2.87M 0.27%
37,000
+549
1 2
3
4 5