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
$786M
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$9.69M
3
+$9.07M
4
GLD icon
SPDR Gold Trust
GLD
+$8.25M
5
TSM icon
TSMC
TSM
+$7.79M

Top Sells

1
+$11.6M
2
+$9.75M
3
+$9.4M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$9.33M
5
LH icon
Labcorp
LH
+$7.9M

Sector Composition

1 Technology 19.74%
2 Healthcare 10.91%
3 Financials 9.82%
4 Consumer Discretionary 7.62%
5 Communication Services 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.05M 0.26%
+33,125
77
$2M 0.25%
41,348
+431
78
$1.97M 0.25%
15,426
+1,048
79
$1.95M 0.25%
9,408
+73
80
$1.89M 0.24%
71,277
-29,457
81
$1.87M 0.24%
+33,164
82
$1.85M 0.24%
26,355
-691
83
$1.85M 0.24%
5,240
-15
84
$1.84M 0.23%
8,280
+5,715
85
$1.79M 0.23%
13,141
+81
86
$1.79M 0.23%
31,577
+1,063
87
$1.78M 0.23%
60,017
-923
88
$1.75M 0.22%
31,395
+1,665
89
$1.74M 0.22%
16,242
-515
90
$1.68M 0.21%
3,815
-1,127
91
$1.64M 0.21%
22,002
-12,342
92
$1.64M 0.21%
+27,553
93
$1.62M 0.21%
19,431
-158
94
$1.6M 0.2%
23,355
+160
95
$1.59M 0.2%
32,180
+1,804
96
$1.58M 0.2%
10,212
+282
97
$1.56M 0.2%
4,298
+96
98
$1.5M 0.19%
4,511
+287
99
$1.44M 0.18%
8,757
+624
100
$1.43M 0.18%
3,913
+96
2 3
4
5 6