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
$307M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.73M
3
+$4.41M
4
AAPL icon
Apple
AAPL
+$3.84M
5
AMGN icon
Amgen
AMGN
+$3.58M

Top Sells

1
+$5.02M
2
+$3.95M
3
+$3.55M
4
GTN icon
Gray Television
GTN
+$3.38M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$2.72M

Sector Composition

1 Technology 9.34%
2 Industrials 8.59%
3 Healthcare 7.06%
4 Financials 6.47%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$519K 0.17%
6,251
+1,023
102
$516K 0.17%
7,001
+224
103
$451K 0.15%
52,316
+320
104
$437K 0.14%
12,223
-4,580
105
$434K 0.14%
16,054
-979
106
$407K 0.13%
3,887
-961
107
$384K 0.13%
6,831
-18
108
$347K 0.11%
13,691
109
$347K 0.11%
15,075
-3,132
110
$342K 0.11%
4,019
-220
111
$329K 0.11%
7,456
+1,178
112
$318K 0.1%
9,327
+125
113
$308K 0.1%
25,255
-3,084
114
$285K 0.09%
10,285
115
$283K 0.09%
9,417
-29,528
116
$275K 0.09%
2,677
-399
117
$265K 0.09%
2,897
-25
118
$265K 0.09%
5,475
-200
119
$258K 0.08%
8,000
120
$251K 0.08%
3,282
-125
121
$250K 0.08%
4,286
+300
122
$248K 0.08%
+1,066
123
$242K 0.08%
+27,246
124
$238K 0.08%
9,963
125
$235K 0.08%
3,595
3 4
5
6 7