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
$403M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$6.01M
3
+$5.63M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.32M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.2M

Top Sells

1
+$7.2M
2
+$6.88M
3
+$6.47M
4
NVDA icon
NVIDIA
NVDA
+$6.37M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$5.78M

Sector Composition

1 Technology 12.55%
2 Healthcare 8.47%
3 Communication Services 7.15%
4 Industrials 6.44%
5 Consumer Staples 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.28%
11,492
+684
77
$1.13M 0.28%
7,284
-4,034
78
$1.11M 0.28%
29,364
+4,106
79
$1.11M 0.28%
19,700
+1,156
80
$1.1M 0.27%
6,007
-95
81
$988K 0.25%
17,000
+3,880
82
$966K 0.24%
+11,150
83
$944K 0.23%
+5,448
84
$941K 0.23%
78,005
-5,179
85
$933K 0.23%
14,827
-117
86
$904K 0.22%
+29,574
87
$890K 0.22%
20,120
-3,191
88
$854K 0.21%
+26,776
89
$854K 0.21%
5,914
-395
90
$842K 0.21%
28,980
-10,911
91
$838K 0.21%
5,919
+142
92
$835K 0.21%
8,634
+1,680
93
$825K 0.2%
6,682
-322
94
$813K 0.2%
11,440
-1,539
95
$788K 0.2%
2,764
-337
96
$772K 0.19%
4,054
-190
97
$755K 0.19%
7,008
-740
98
$740K 0.18%
6,247
-1,451
99
$739K 0.18%
9,543
-2,205
100
$726K 0.18%
5,540
-828
2 3
4
5 6