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
$1.08B
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$9.75M
3
+$9.28M
4
MU icon
Micron Technology
MU
+$8.47M
5
NVDA icon
NVIDIA
NVDA
+$7.3M

Top Sells

1
+$11M
2
+$8.81M
3
+$7.85M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$5.3M
5
LMT icon
Lockheed Martin
LMT
+$4.03M

Sector Composition

1 Technology 21.21%
2 Financials 11.12%
3 Healthcare 9.92%
4 Communication Services 7.91%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.89M 0.18%
70,775
+810
102
$1.88M 0.17%
3,358
-852
103
$1.87M 0.17%
30,373
-19,680
104
$1.83M 0.17%
9,257
-828
105
$1.83M 0.17%
21,246
-6,309
106
$1.82M 0.17%
3,887
-10
107
$1.8M 0.17%
27,550
-3,991
108
$1.77M 0.16%
30,088
-5,984
109
$1.76M 0.16%
10,508
-5,611
110
$1.72M 0.16%
9,553
+651
111
$1.7M 0.16%
3,345
+143
112
$1.66M 0.15%
10,601
-195
113
$1.65M 0.15%
40,813
-5,661
114
$1.63M 0.15%
6,412
+179
115
$1.62M 0.15%
6,944
+283
116
$1.61M 0.15%
19,508
+10,861
117
$1.59M 0.15%
22,248
-18,618
118
$1.56M 0.14%
10,136
-879
119
$1.55M 0.14%
16,893
+4,568
120
$1.48M 0.14%
20,867
-1,738
121
$1.46M 0.14%
12,150
+2,554
122
$1.43M 0.13%
4,572
+327
123
$1.42M 0.13%
7,786
+295
124
$1.37M 0.13%
9,426
+654
125
$1.34M 0.12%
14,094
-1,458
3 4
5
6 7