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
$403M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$6.01M
3
+$5.63M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.32M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.2M

Top Sells

1
+$7.2M
2
+$6.88M
3
+$6.47M
4
NVDA icon
NVIDIA
NVDA
+$6.37M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$5.78M

Sector Composition

1 Technology 12.55%
2 Healthcare 8.47%
3 Communication Services 7.15%
4 Industrials 6.44%
5 Consumer Staples 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$693K 0.17%
14,331
-50
102
$685K 0.17%
28,625
+798
103
$682K 0.17%
23,239
+1,774
104
$671K 0.17%
7,795
+1,522
105
$661K 0.16%
+5,440
106
$642K 0.16%
9,227
+151
107
$636K 0.16%
+4,971
108
$624K 0.15%
11,084
+183
109
$623K 0.15%
4,174
+737
110
$621K 0.15%
8,455
-1,346
111
$608K 0.15%
13,273
-2,843
112
$599K 0.15%
3,974
-779
113
$597K 0.15%
19,813
-51,174
114
$597K 0.15%
7,654
-327
115
$558K 0.14%
13,259
+9,509
116
$536K 0.13%
13,859
-1,804
117
$526K 0.13%
3,262
-425
118
$516K 0.13%
5,191
-340
119
$516K 0.13%
2,779
-366
120
$516K 0.13%
2,913
-258
121
$501K 0.12%
7,412
-726
122
$482K 0.12%
+1,515
123
$456K 0.11%
4,584
124
$455K 0.11%
3,305
-581
125
$444K 0.11%
+1,785
3 4
5
6 7