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
$1.08B
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$9.75M
3
+$9.28M
4
MU icon
Micron Technology
MU
+$8.47M
5
NVDA icon
NVIDIA
NVDA
+$7.3M

Top Sells

1
+$11M
2
+$8.81M
3
+$7.85M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$5.3M
5
LMT icon
Lockheed Martin
LMT
+$4.03M

Sector Composition

1 Technology 21.21%
2 Financials 11.12%
3 Healthcare 9.92%
4 Communication Services 7.91%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.78M 0.26%
38,753
-895
77
$2.76M 0.26%
60,856
+2,533
78
$2.73M 0.25%
5,134
-86
79
$2.7M 0.25%
20,389
-22,890
80
$2.66M 0.25%
24,174
+1,900
81
$2.65M 0.25%
26,835
-470
82
$2.57M 0.24%
28,105
+2,260
83
$2.57M 0.24%
16,658
-1,017
84
$2.55M 0.24%
8,151
-777
85
$2.51M 0.23%
10,134
+510
86
$2.5M 0.23%
+5,317
87
$2.46M 0.23%
2,639
+122
88
$2.38M 0.22%
+13,014
89
$2.33M 0.22%
19,483
-15,364
90
$2.25M 0.21%
17,161
-1,370
91
$2.24M 0.21%
4,612
+661
92
$2.23M 0.21%
22,490
+2,162
93
$2.19M 0.2%
27,349
-294
94
$2.12M 0.2%
22,732
-7,072
95
$2.12M 0.2%
10,216
-148
96
$2.11M 0.2%
16,714
+362
97
$2.1M 0.2%
10,028
-3,811
98
$1.99M 0.18%
20,617
-2,641
99
$1.93M 0.18%
7,188
-163
100
$1.89M 0.18%
1,997
-263
2 3
4
5 6