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
$1.01B
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$3.06M
3
+$2.65M
4
AMZN icon
Amazon
AMZN
+$2.52M
5
NVDA icon
NVIDIA
NVDA
+$2.49M

Top Sells

1
+$18.1M
2
+$7.41M
3
+$2.91M
4
LIN icon
Linde
LIN
+$2.57M
5
MCK icon
McKesson
MCK
+$2.53M

Sector Composition

1 Technology 23.37%
2 Healthcare 10.56%
3 Financials 9.7%
4 Communication Services 7.59%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.89M 0.19%
28,361
-2,359
102
$1.88M 0.19%
10,317
-518
103
$1.87M 0.18%
7,273
+33
104
$1.84M 0.18%
5,986
-20
105
$1.84M 0.18%
2,166
+46
106
$1.83M 0.18%
10,472
-692
107
$1.74M 0.17%
440
-49
108
$1.72M 0.17%
3,673
+2,203
109
$1.72M 0.17%
32,442
-1,224
110
$1.7M 0.17%
7,696
+81
111
$1.65M 0.16%
15,177
+788
112
$1.64M 0.16%
25,080
+8,680
113
$1.63M 0.16%
42,556
-550
114
$1.6M 0.16%
8,225
+812
115
$1.6M 0.16%
8,790
+163
116
$1.59M 0.16%
22,575
+480
117
$1.59M 0.16%
8,030
-1,824
118
$1.58M 0.16%
6,537
+139
119
$1.54M 0.15%
9,877
+103
120
$1.5M 0.15%
2,225
+970
121
$1.49M 0.15%
15,901
+1,365
122
$1.46M 0.14%
21,503
-1,979
123
$1.44M 0.14%
20,384
+115
124
$1.44M 0.14%
9,858
+688
125
$1.41M 0.14%
8,911
-336
3 4
5
6 7