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
$337M
AUM Growth
+$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.7M
3
+$2.37M
4
AIG icon
American International
AIG
+$2.05M
5
NUE icon
Nucor
NUE
+$1.32M

Top Sells

1
+$4.93M
2
+$4.25M
3
+$3.38M
4
PANW icon
Palo Alto Networks
PANW
+$1.74M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.59M

Sector Composition

1 Industrials 8.38%
2 Technology 7.95%
3 Financials 7.62%
4 Healthcare 7.12%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.05M 0.31%
21,859
-352
77
$1.05M 0.31%
7,166
-348
78
$1.05M 0.31%
23,412
+808
79
$1.03M 0.31%
6,843
-2,690
80
$1.03M 0.31%
11,513
-120
81
$1M 0.3%
22,318
-172
82
$980K 0.29%
8,824
-176
83
$945K 0.28%
5,579
+581
84
$895K 0.27%
5,836
+72
85
$852K 0.25%
46,653
+2,867
86
$757K 0.22%
8,071
+3,873
87
$741K 0.22%
18,657
-223
88
$736K 0.22%
3,721
-109
89
$735K 0.22%
11,500
90
$725K 0.22%
5,266
+15
91
$723K 0.21%
5,468
+192
92
$717K 0.21%
70,070
+3,360
93
$701K 0.21%
23,402
-17,996
94
$690K 0.2%
8,641
-3,883
95
$684K 0.2%
10,233
+5,074
96
$660K 0.2%
7,086
+518
97
$624K 0.19%
25,741
+3,039
98
$619K 0.18%
+7,325
99
$615K 0.18%
17,556
100
$613K 0.18%
13,500
-240
2 3
4
5 6