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
$1B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.6M
3
+$13.5M
4
SNPS icon
Synopsys
SNPS
+$12M
5
CL icon
Colgate-Palmolive
CL
+$8.07M

Top Sells

1
+$11.5M
2
+$7.03M
3
+$5.8M
4
NOW icon
ServiceNow
NOW
+$5.03M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$4.39M

Sector Composition

1 Technology 20.73%
2 Healthcare 11.1%
3 Financials 9.77%
4 Communication Services 6.99%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.61M 0.26%
27,782
+19,542
77
$2.59M 0.26%
14,217
+298
78
$2.58M 0.26%
59,520
+564
79
$2.57M 0.26%
5,532
-151
80
$2.49M 0.25%
59,339
+45,113
81
$2.41M 0.24%
8,560
-860
82
$2.39M 0.24%
35,718
+7,415
83
$2.39M 0.24%
41,180
-992
84
$2.32M 0.23%
8,639
+477
85
$2.23M 0.22%
5,303
+416
86
$2.23M 0.22%
36,387
+2,690
87
$2.22M 0.22%
44,438
+4,074
88
$2.21M 0.22%
12,656
-562
89
$2.21M 0.22%
27,029
-51,276
90
$2.18M 0.22%
7,240
-61
91
$2.14M 0.21%
80,697
+1,030
92
$2.13M 0.21%
21,139
-935
93
$2.06M 0.21%
13,547
-712
94
$2.01M 0.2%
30,720
+2,604
95
$1.99M 0.2%
36,660
+7
96
$1.99M 0.2%
16,237
+1,152
97
$1.99M 0.2%
10,835
-840
98
$1.94M 0.19%
7,615
+946
99
$1.92M 0.19%
11,164
+212
100
$1.9M 0.19%
14,389
+591
2 3
4
5 6