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
$1.07B
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$8.16M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$3.78M
5
ADBE icon
Adobe
ADBE
+$3.51M

Top Sells

1
+$9.9M
2
+$8.83M
3
+$8.42M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$6.11M
5
NVDA icon
NVIDIA
NVDA
+$2.81M

Sector Composition

1 Technology 21.56%
2 Financials 9.78%
3 Healthcare 9.72%
4 Communication Services 7.47%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.75M 0.26%
13,941
+422
77
$2.74M 0.26%
15,896
+436
78
$2.73M 0.25%
38,003
+1,314
79
$2.69M 0.25%
8,847
+77
80
$2.67M 0.25%
59,559
+226
81
$2.63M 0.25%
31,378
-261
82
$2.61M 0.24%
11,236
+292
83
$2.58M 0.24%
48,559
+4,370
84
$2.5M 0.23%
14,683
+312
85
$2.49M 0.23%
18,294
-1,507
86
$2.48M 0.23%
12,294
+315
87
$2.48M 0.23%
29,380
+8,996
88
$2.43M 0.23%
4,798
-19,557
89
$2.43M 0.23%
5,276
-3
90
$2.41M 0.22%
9,190
+466
91
$2.29M 0.21%
17,099
+747
92
$2.26M 0.21%
39,993
+199
93
$2.24M 0.21%
81,248
-919
94
$2.23M 0.21%
17,079
-1,119
95
$2.17M 0.2%
37,636
-31,007
96
$2.15M 0.2%
27,695
-666
97
$2.14M 0.2%
23,693
+37
98
$2.14M 0.2%
+16,157
99
$2.13M 0.2%
12,746
-352
100
$2.09M 0.19%
10,445
+128
2 3
4
5 6