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
$776M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.63M
3
+$5.73M
4
JPM icon
JPMorgan Chase
JPM
+$5.41M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.55M

Top Sells

1
+$10.7M
2
+$7.38M
3
+$7.08M
4
WFC icon
Wells Fargo
WFC
+$1.55M
5
NOW icon
ServiceNow
NOW
+$1.27M

Sector Composition

1 Technology 17.24%
2 Financials 9.95%
3 Healthcare 9.85%
4 Communication Services 8.75%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.93M 0.25%
13,546
+772
77
$1.85M 0.24%
16,129
+3,053
78
$1.84M 0.24%
34,479
+1,257
79
$1.8M 0.23%
43,234
+12,732
80
$1.79M 0.23%
16,954
+391
81
$1.75M 0.23%
28,385
-991
82
$1.75M 0.23%
13,100
-380
83
$1.75M 0.23%
+23,020
84
$1.73M 0.22%
29,541
+1,504
85
$1.72M 0.22%
4,972
+85
86
$1.7M 0.22%
26,673
-4,632
87
$1.68M 0.22%
28,840
+1,185
88
$1.61M 0.21%
29,795
+1,067
89
$1.6M 0.21%
16,856
+1,431
90
$1.54M 0.2%
4,304
+344
91
$1.54M 0.2%
19,218
-5,219
92
$1.51M 0.19%
13,399
-733
93
$1.47M 0.19%
2,579
+159
94
$1.45M 0.19%
20,643
+1,161
95
$1.44M 0.19%
10,837
+792
96
$1.41M 0.18%
43,404
+30,700
97
$1.38M 0.18%
6,795
+719
98
$1.38M 0.18%
5,049
+13
99
$1.33M 0.17%
29,892
+18,649
100
$1.29M 0.17%
8,547
+996
2 3
4
5 6