UAS

United Asset Strategies Portfolio holdings

AUM $1.3B
1-Year Est. Return 22.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$12.2M
3
+$12.1M
4
ASML icon
ASML
ASML
+$11.6M
5
AAPL icon
Apple
AAPL
+$8.91M

Top Sells

1
+$15.7M
2
+$15M
3
+$13.8M
4
MU icon
Micron Technology
MU
+$11.8M
5
GLD icon
SPDR Gold Trust
GLD
+$8.41M

Sector Composition

1 Technology 24.8%
2 Financials 11.02%
3 Healthcare 8.78%
4 Communication Services 8.26%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.89M 0.25%
53,062
-5,969
77
$2.84M 0.24%
28,881
+776
78
$2.83M 0.24%
21,463
+551
79
$2.77M 0.24%
26,228
-1,121
80
$2.74M 0.23%
27,133
+2,959
81
$2.69M 0.23%
2,714
+717
82
$2.66M 0.23%
61,491
+635
83
$2.62M 0.22%
19,456
-402
84
$2.51M 0.21%
10,796
-9,120
85
$2.48M 0.21%
18,899
-584
86
$2.48M 0.21%
10,033
-101
87
$2.46M 0.21%
5,074
-60
88
$2.4M 0.21%
+9,317
89
$2.39M 0.2%
8,170
+19
90
$2.38M 0.2%
16,351
-307
91
$2.31M 0.2%
27,826
+8,318
92
$2.15M 0.18%
28,362
+18,044
93
$2.13M 0.18%
21,514
-5,321
94
$2.12M 0.18%
19,558
-1,059
95
$2.11M 0.18%
19,410
+896
96
$2.1M 0.18%
3,801
-86
97
$2.08M 0.18%
10,716
+144
98
$2.05M 0.18%
29,617
-756
99
$2M 0.17%
29,631
+14,323
100
$1.97M 0.17%
6,389
-23
2 3
4
5 6