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
$776M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.63M
3
+$5.73M
4
JPM icon
JPMorgan Chase
JPM
+$5.41M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.55M

Top Sells

1
+$10.7M
2
+$7.38M
3
+$7.08M
4
WFC icon
Wells Fargo
WFC
+$1.55M
5
NOW icon
ServiceNow
NOW
+$1.27M

Sector Composition

1 Technology 17.24%
2 Financials 9.95%
3 Healthcare 9.85%
4 Communication Services 8.75%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.28M 0.17%
3,832
+471
102
$1.25M 0.16%
+4,186
103
$1.24M 0.16%
+2,298
104
$1.21M 0.16%
13,843
-150
105
$1.2M 0.15%
6,912
+124
106
$1.16M 0.15%
8,046
+3,179
107
$1.14M 0.15%
9,537
+1,321
108
$1.13M 0.15%
70,772
-857
109
$1.12M 0.14%
27,466
+6,064
110
$1.12M 0.14%
+24,046
111
$1.11M 0.14%
14,474
+2,444
112
$1.11M 0.14%
6,621
+935
113
$1.1M 0.14%
+4,381
114
$1.1M 0.14%
9,795
+1,690
115
$1.09M 0.14%
4,938
-167
116
$1.07M 0.14%
+15,989
117
$1.07M 0.14%
3,832
+852
118
$1.06M 0.14%
9,946
+1,536
119
$1.06M 0.14%
+5,443
120
$1.04M 0.13%
22,476
-17,135
121
$1.02M 0.13%
+7,944
122
$1M 0.13%
14,572
-7,041
123
$1M 0.13%
14,779
-13,127
124
$1M 0.13%
11,076
+906
125
$985K 0.13%
9,622
+3,674
3 4
5
6 7