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
$1.07B
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$8.16M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$3.78M
5
ADBE icon
Adobe
ADBE
+$3.51M

Top Sells

1
+$9.9M
2
+$8.83M
3
+$8.42M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$6.11M
5
NVDA icon
NVIDIA
NVDA
+$2.81M

Sector Composition

1 Technology 21.56%
2 Financials 9.78%
3 Healthcare 9.72%
4 Communication Services 7.47%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.06M 0.19%
10,006
-466
102
$2.06M 0.19%
12,092
-2
103
$2.04M 0.19%
45,914
+3,358
104
$2M 0.19%
7,301
+28
105
$1.99M 0.19%
22,718
-1,803
106
$1.95M 0.18%
31,738
-704
107
$1.95M 0.18%
2,201
+35
108
$1.91M 0.18%
25,994
+914
109
$1.91M 0.18%
3,911
-247
110
$1.88M 0.17%
37,797
-10,060
111
$1.82M 0.17%
17,762
+8,706
112
$1.81M 0.17%
+25,138
113
$1.75M 0.16%
8,496
+271
114
$1.75M 0.16%
3,755
+82
115
$1.75M 0.16%
6,446
-1,250
116
$1.74M 0.16%
2,453
+228
117
$1.68M 0.16%
15,564
+387
118
$1.68M 0.16%
20,753
-750
119
$1.63M 0.15%
6,024
+38
120
$1.58M 0.15%
3,049
+130
121
$1.55M 0.14%
10,116
+239
122
$1.54M 0.14%
15,728
-173
123
$1.53M 0.14%
5,622
+3,394
124
$1.42M 0.13%
4,012
+341
125
$1.41M 0.13%
9,356
+445
3 4
5
6 7