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
$802M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$16.8M
3
+$13.7M
4
MRVL icon
Marvell Technology
MRVL
+$10.6M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$9.68M

Top Sells

1
+$17M
2
+$16.8M
3
+$16.5M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$13.4M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$13.1M

Sector Composition

1 Technology 21.48%
2 Healthcare 11.44%
3 Financials 8.8%
4 Consumer Discretionary 7.56%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.65M 0.21%
62,061
-1,477
102
$1.62M 0.2%
11,997
-4,559
103
$1.6M 0.2%
21,544
-300
104
$1.6M 0.2%
49,101
+31,277
105
$1.58M 0.2%
5,287
+459
106
$1.58M 0.2%
13,283
107
$1.52M 0.19%
13,552
-1,931
108
$1.51M 0.19%
38,794
+4,601
109
$1.5M 0.19%
4,070
-73
110
$1.49M 0.19%
8,582
+23
111
$1.49M 0.19%
+16,914
112
$1.48M 0.18%
+13,690
113
$1.45M 0.18%
19,153
-3,457
114
$1.41M 0.18%
8,536
-2,320
115
$1.4M 0.17%
3,215
-813
116
$1.39M 0.17%
+31,703
117
$1.39M 0.17%
20,805
+2,131
118
$1.39M 0.17%
7,564
-165
119
$1.39M 0.17%
21,324
-571
120
$1.38M 0.17%
12,328
+1,607
121
$1.37M 0.17%
+13,410
122
$1.36M 0.17%
5,813
-1,184
123
$1.36M 0.17%
503
-69
124
$1.34M 0.17%
8,188
-656
125
$1.34M 0.17%
31,013
-389
3 4
5
6 7