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
$307M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.73M
3
+$4.41M
4
AAPL icon
Apple
AAPL
+$3.84M
5
AMGN icon
Amgen
AMGN
+$3.58M

Top Sells

1
+$5.02M
2
+$3.95M
3
+$3.55M
4
GTN icon
Gray Television
GTN
+$3.38M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$2.72M

Sector Composition

1 Technology 9.34%
2 Industrials 8.59%
3 Healthcare 7.06%
4 Financials 6.47%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$920K 0.3%
8,991
-72
77
$894K 0.29%
11,254
+5,076
78
$864K 0.28%
7,502
+1,659
79
$845K 0.28%
13,601
-460
80
$832K 0.27%
5,103
-1,061
81
$828K 0.27%
6,290
+3,523
82
$827K 0.27%
20,744
+2,550
83
$786K 0.26%
8,478
+811
84
$779K 0.25%
41,373
-3,606
85
$778K 0.25%
5,800
-33
86
$764K 0.25%
+5,666
87
$761K 0.25%
11,500
88
$717K 0.23%
8,488
+88
89
$660K 0.22%
+22,331
90
$637K 0.21%
5,379
-896
91
$612K 0.2%
3,930
+191
92
$612K 0.2%
14,730
-165
93
$586K 0.19%
4,008
-6,171
94
$578K 0.19%
27,897
+501
95
$575K 0.19%
61,710
-43,000
96
$562K 0.18%
25,418
+10,430
97
$530K 0.17%
17,756
98
$524K 0.17%
13,580
-300
99
$524K 0.17%
6,071
-125
100
$520K 0.17%
11,803
-301
2 3
4
5 6