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
$786M
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$9.69M
3
+$9.07M
4
GLD icon
SPDR Gold Trust
GLD
+$8.25M
5
TSM icon
TSMC
TSM
+$7.79M

Top Sells

1
+$11.6M
2
+$9.75M
3
+$9.4M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$9.33M
5
LH icon
Labcorp
LH
+$7.9M

Sector Composition

1 Technology 19.74%
2 Healthcare 10.91%
3 Financials 9.82%
4 Consumer Discretionary 7.62%
5 Communication Services 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.39M 0.18%
+15,548
102
$1.39M 0.18%
6,551
+557
103
$1.39M 0.18%
+33,914
104
$1.38M 0.17%
+34,202
105
$1.36M 0.17%
7,351
+380
106
$1.35M 0.17%
10,234
+2,423
107
$1.34M 0.17%
+7,617
108
$1.33M 0.17%
+50,154
109
$1.33M 0.17%
7,106
+4,198
110
$1.31M 0.17%
+6,669
111
$1.31M 0.17%
17,412
+1,486
112
$1.3M 0.17%
11,240
+9,788
113
$1.29M 0.16%
+23,572
114
$1.27M 0.16%
+10,770
115
$1.26M 0.16%
2,319
+77
116
$1.23M 0.16%
6,522
+543
117
$1.22M 0.16%
16,109
-10,154
118
$1.21M 0.15%
+81,510
119
$1.18M 0.15%
11,251
-234
120
$1.16M 0.15%
12,046
+1,012
121
$1.14M 0.15%
+9,620
122
$1.14M 0.14%
24,747
+181
123
$1.11M 0.14%
13,443
-31
124
$1.11M 0.14%
+11,838
125
$1.09M 0.14%
20,456
+623
3 4
5
6 7