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
$1.09B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$5.7M
3
+$2.92M
4
DDOG icon
Datadog
DDOG
+$1.66M
5
MRVL icon
Marvell Technology
MRVL
+$1.61M

Top Sells

1
+$10.5M
2
+$8.71M
3
+$3.9M
4
BDX icon
Becton Dickinson
BDX
+$3.72M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.54M

Sector Composition

1 Technology 22.88%
2 Financials 10.41%
3 Communication Services 8.03%
4 Healthcare 7.95%
5 Consumer Discretionary 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.06M 0.19%
10,796
-1,950
102
$2.01M 0.18%
38,372
+736
103
$1.99M 0.18%
3,897
-14
104
$1.91M 0.18%
10,364
+248
105
$1.88M 0.17%
12,395
+303
106
$1.87M 0.17%
6,233
+209
107
$1.85M 0.17%
20,516
-237
108
$1.85M 0.17%
46,474
+560
109
$1.83M 0.17%
69,965
-11,283
110
$1.79M 0.16%
36,072
-1,725
111
$1.69M 0.16%
11,015
-3,668
112
$1.67M 0.15%
8,902
+406
113
$1.64M 0.15%
6,661
+215
114
$1.62M 0.15%
22,605
-6,775
115
$1.59M 0.15%
3,202
+153
116
$1.59M 0.15%
3,951
+196
117
$1.54M 0.14%
11,144
+397
118
$1.49M 0.14%
4,245
+233
119
$1.44M 0.13%
15,552
-176
120
$1.43M 0.13%
8,772
-3,522
121
$1.39M 0.13%
12,325
+1,222
122
$1.32M 0.12%
35,702
+1,346
123
$1.28M 0.12%
4,302
-76
124
$1.26M 0.12%
2,408
+27
125
$1.26M 0.12%
7,491
-157
3 4
5
6 7