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
$1.09B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$5.7M
3
+$2.92M
4
DDOG icon
Datadog
DDOG
+$1.66M
5
MRVL icon
Marvell Technology
MRVL
+$1.61M

Top Sells

1
+$10.5M
2
+$8.71M
3
+$3.9M
4
BDX icon
Becton Dickinson
BDX
+$3.72M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.54M

Sector Composition

1 Technology 22.88%
2 Financials 10.41%
3 Communication Services 8.03%
4 Healthcare 7.95%
5 Consumer Discretionary 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.81M 0.26%
22,274
+3,980
77
$2.78M 0.26%
39,648
-345
78
$2.65M 0.24%
27,305
-1,795
79
$2.59M 0.24%
8,928
+81
80
$2.55M 0.23%
29,804
+7,086
81
$2.54M 0.23%
25,845
+8,083
82
$2.54M 0.23%
40,866
+2,863
83
$2.48M 0.23%
17,675
+576
84
$2.47M 0.23%
4,210
-1,175
85
$2.46M 0.23%
13,839
-102
86
$2.46M 0.23%
7,351
+50
87
$2.44M 0.22%
18,531
-3,376
88
$2.44M 0.22%
9,624
+434
89
$2.42M 0.22%
16,367
-712
90
$2.37M 0.22%
5,220
-56
91
$2.33M 0.21%
58,323
-1,236
92
$2.32M 0.21%
27,555
-42,103
93
$2.26M 0.21%
10,085
-360
94
$2.25M 0.21%
23,258
-435
95
$2.24M 0.21%
2,517
+64
96
$2.19M 0.2%
5,739
+117
97
$2.18M 0.2%
27,643
-52
98
$2.13M 0.2%
31,541
-197
99
$2.12M 0.19%
16,352
+195
100
$2.07M 0.19%
2,260
+59
2 3
4
5 6