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
$890M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$7.88M
3
+$7.76M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$5.8M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.69M

Top Sells

1
+$5.54M
2
+$3.93M
3
+$3.66M
4
BDX icon
Becton Dickinson
BDX
+$3.25M
5
RTX icon
RTX Corp
RTX
+$3.04M

Sector Composition

1 Technology 21.69%
2 Healthcare 10.42%
3 Financials 9.68%
4 Consumer Discretionary 7.1%
5 Communication Services 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.65M 0.19%
10,952
-156
102
$1.64M 0.18%
6,023
-80
103
$1.63M 0.18%
9,299
-135
104
$1.62M 0.18%
28,116
+24,297
105
$1.6M 0.18%
15,200
+1,907
106
$1.58M 0.18%
5,787
+362
107
$1.58M 0.18%
14,047
-39
108
$1.56M 0.17%
8,942
-103
109
$1.56M 0.17%
+28,443
110
$1.53M 0.17%
+9,488
111
$1.51M 0.17%
33,229
-122
112
$1.51M 0.17%
2,927
-1,009
113
$1.5M 0.17%
+23,991
114
$1.49M 0.17%
+5,403
115
$1.48M 0.17%
6,669
+1,001
116
$1.47M 0.17%
6,047
+35
117
$1.47M 0.17%
40,106
+5,936
118
$1.45M 0.16%
7,355
-78
119
$1.4M 0.16%
23,980
+3,179
120
$1.39M 0.16%
48,405
-15,681
121
$1.38M 0.16%
14,338
-5,083
122
$1.37M 0.15%
2,079
+272
123
$1.37M 0.15%
8,752
+580
124
$1.37M 0.15%
21,570
+75
125
$1.33M 0.15%
21,838
+944
3 4
5
6 7