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
$1.01B
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$3.06M
3
+$2.65M
4
AMZN icon
Amazon
AMZN
+$2.52M
5
NVDA icon
NVIDIA
NVDA
+$2.49M

Top Sells

1
+$18.1M
2
+$7.41M
3
+$2.91M
4
LIN icon
Linde
LIN
+$2.57M
5
MCK icon
McKesson
MCK
+$2.53M

Sector Composition

1 Technology 23.37%
2 Healthcare 10.56%
3 Financials 9.7%
4 Communication Services 7.59%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.71M 0.27%
19,801
+587
77
$2.48M 0.25%
15,460
+5,560
78
$2.46M 0.24%
20,182
-3,914
79
$2.45M 0.24%
59,333
-6
80
$2.4M 0.24%
13,098
-449
81
$2.36M 0.23%
39,794
-1,386
82
$2.34M 0.23%
36,689
+302
83
$2.32M 0.23%
13,519
-698
84
$2.24M 0.22%
24,521
-3,368
85
$2.24M 0.22%
8,770
+210
86
$2.2M 0.22%
36,451
+11,803
87
$2.17M 0.21%
31,639
-15,729
88
$2.17M 0.21%
82,167
+1,470
89
$2.15M 0.21%
37,065
+1,347
90
$2.15M 0.21%
5,279
-24
91
$2.1M 0.21%
47,857
+21,528
92
$2.1M 0.21%
44,189
-249
93
$2.07M 0.2%
8,724
+85
94
$2.06M 0.2%
40,274
+1,069
95
$2.03M 0.2%
23,656
-3,373
96
$1.99M 0.2%
12,094
-562
97
$1.99M 0.2%
4,158
+225
98
$1.94M 0.19%
13,764
+481
99
$1.94M 0.19%
16,352
+115
100
$1.92M 0.19%
18,198
-2,941
2 3
4
5 6