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
$337M
AUM Growth
+$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.7M
3
+$2.37M
4
AIG icon
American International
AIG
+$2.05M
5
NUE icon
Nucor
NUE
+$1.32M

Top Sells

1
+$4.93M
2
+$4.25M
3
+$3.38M
4
PANW icon
Palo Alto Networks
PANW
+$1.74M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.59M

Sector Composition

1 Industrials 8.38%
2 Technology 7.95%
3 Financials 7.62%
4 Healthcare 7.12%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$567K 0.17%
6,207
+61
102
$564K 0.17%
+9,459
103
$545K 0.16%
6,749
+21
104
$544K 0.16%
6,438
-1,930
105
$510K 0.15%
14,375
+25
106
$477K 0.14%
16,611
+12,973
107
$440K 0.13%
+8,825
108
$436K 0.13%
16,096
+22
109
$434K 0.13%
3,760
-127
110
$417K 0.12%
43,338
+2,988
111
$416K 0.12%
+5,051
112
$409K 0.12%
8,166
+2
113
$391K 0.12%
24,460
+2,032
114
$386K 0.11%
+15,553
115
$380K 0.11%
15,075
116
$377K 0.11%
+2,166
117
$351K 0.1%
5,738
+3
118
$331K 0.1%
+7,635
119
$325K 0.1%
+3,388
120
$321K 0.1%
2,734
-63
121
$311K 0.09%
10,373
+3,101
122
$300K 0.09%
8,952
-170
123
$282K 0.08%
6,916
-240
124
$278K 0.08%
2,996
+135
125
$274K 0.08%
1,066
3 4
5
6 7