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
$1.09B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$5.7M
3
+$2.92M
4
DDOG icon
Datadog
DDOG
+$1.66M
5
MRVL icon
Marvell Technology
MRVL
+$1.61M

Top Sells

1
+$10.5M
2
+$8.71M
3
+$3.9M
4
BDX icon
Becton Dickinson
BDX
+$3.72M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.54M

Sector Composition

1 Technology 22.88%
2 Financials 10.41%
3 Communication Services 8.03%
4 Healthcare 7.95%
5 Consumer Discretionary 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.7M 0.52%
+26,537
52
$5.36M 0.49%
32,989
+402
53
$5.3M 0.49%
58,785
+1,119
54
$5.17M 0.47%
17,828
+259
55
$5.01M 0.46%
43,279
-57
56
$4.83M 0.44%
15,270
+423
57
$4.81M 0.44%
33,230
-26,962
58
$4.63M 0.42%
11,454
-115
59
$4.61M 0.42%
34,847
+5,785
60
$4.34M 0.4%
19,226
+355
61
$4.3M 0.4%
26,219
+535
62
$4.1M 0.38%
69,693
+1,299
63
$4.09M 0.38%
75,501
-932
64
$3.74M 0.34%
16,119
+223
65
$3.66M 0.34%
11,211
-25
66
$3.65M 0.34%
42,803
+3,856
67
$3.53M 0.32%
59,752
+280
68
$3.5M 0.32%
37,012
+12
69
$3.32M 0.3%
4,304
+161
70
$3.29M 0.3%
19,749
+248
71
$3.24M 0.3%
59,301
-6,709
72
$2.97M 0.27%
17,699
-701
73
$2.96M 0.27%
50,053
+1,494
74
$2.9M 0.27%
20,328
+11,606
75
$2.84M 0.26%
30,790
-588
1 2
3
4 5