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
$890M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$7.88M
3
+$7.76M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$5.8M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.69M

Top Sells

1
+$5.54M
2
+$3.93M
3
+$3.66M
4
BDX icon
Becton Dickinson
BDX
+$3.25M
5
RTX icon
RTX Corp
RTX
+$3.04M

Sector Composition

1 Technology 21.69%
2 Healthcare 10.42%
3 Financials 9.68%
4 Consumer Discretionary 7.1%
5 Communication Services 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.33M 0.26%
5,683
-424
77
$2.24M 0.25%
13,218
-297
78
$2.17M 0.24%
34,255
-62,067
79
$2.16M 0.24%
13,919
+1,772
80
$2.14M 0.24%
79,667
+16,200
81
$2.14M 0.24%
8,162
+630
82
$2.09M 0.23%
11,675
-5,857
83
$2.08M 0.23%
42,172
-1,509
84
$2.05M 0.23%
42,041
-424
85
$2.04M 0.23%
40,364
+2,341
86
$2.01M 0.23%
14,259
-436
87
$1.99M 0.22%
33,697
+1,475
88
$1.97M 0.22%
12,686
-1,511
89
$1.92M 0.22%
7,301
-693
90
$1.91M 0.21%
36,653
-38,973
91
$1.84M 0.21%
37,004
-2,408
92
$1.83M 0.21%
+22,074
93
$1.8M 0.2%
15,085
+1,316
94
$1.77M 0.2%
9,443
+502
95
$1.75M 0.2%
492
-12
96
$1.74M 0.2%
4,887
-52
97
$1.74M 0.2%
28,303
-16,204
98
$1.7M 0.19%
4,158
+143
99
$1.7M 0.19%
7,542
-115
100
$1.68M 0.19%
13,798
-2,754
2 3
4
5 6