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
$1B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.6M
3
+$13.5M
4
SNPS icon
Synopsys
SNPS
+$12M
5
CL icon
Colgate-Palmolive
CL
+$8.07M

Top Sells

1
+$11.5M
2
+$7.03M
3
+$5.8M
4
NOW icon
ServiceNow
NOW
+$5.03M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$4.39M

Sector Composition

1 Technology 20.73%
2 Healthcare 11.1%
3 Financials 9.77%
4 Communication Services 6.99%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.87M 0.19%
6,006
-17
102
$1.83M 0.18%
9,247
+305
103
$1.82M 0.18%
33,666
+437
104
$1.77M 0.18%
489
-3
105
$1.75M 0.17%
3,933
-225
106
$1.73M 0.17%
9,854
+63
107
$1.71M 0.17%
39,205
+2,201
108
$1.68M 0.17%
24,648
+668
109
$1.67M 0.17%
13,283
-1,917
110
$1.66M 0.17%
43,106
+3,000
111
$1.66M 0.17%
22,095
+525
112
$1.65M 0.17%
14,408
+361
113
$1.64M 0.16%
7,929
+185
114
$1.63M 0.16%
8,627
-672
115
$1.61M 0.16%
6,398
-1,144
116
$1.61M 0.16%
+14,384
117
$1.56M 0.16%
5,977
-70
118
$1.55M 0.16%
6,414
+627
119
$1.55M 0.16%
2,120
+41
120
$1.52M 0.15%
5,557
+154
121
$1.51M 0.15%
+26,830
122
$1.45M 0.14%
9,774
+286
123
$1.45M 0.14%
9,170
+418
124
$1.44M 0.14%
10,718
+435
125
$1.41M 0.14%
23,482
+1,006
3 4
5
6 7