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
$1.17B
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$12.2M
3
+$12.1M
4
ASML icon
ASML
ASML
+$11.6M
5
AAPL icon
Apple
AAPL
+$8.91M

Top Sells

1
+$15.7M
2
+$15M
3
+$13.8M
4
MU icon
Micron Technology
MU
+$11.8M
5
GLD icon
SPDR Gold Trust
GLD
+$8.41M

Sector Composition

1 Technology 24.8%
2 Financials 11.02%
3 Healthcare 8.78%
4 Communication Services 8.26%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
101
Palantir
PLTR
$438B
$1.96M 0.17%
+14,377
ORCL icon
102
Oracle
ORCL
$808B
$1.88M 0.16%
8,588
-5
KKR icon
103
KKR & Co
KKR
$108B
$1.87M 0.16%
14,074
+2,556
SPY icon
104
SPDR S&P 500 ETF Trust
SPY
$672B
$1.87M 0.16%
3,026
-332
VRTX icon
105
Vertex Pharmaceuticals
VRTX
$108B
$1.86M 0.16%
4,187
-425
ABBV icon
106
AbbVie
ABBV
$403B
$1.83M 0.16%
9,851
-177
SPGI icon
107
S&P Global
SPGI
$149B
$1.78M 0.15%
3,377
+32
GOOG icon
108
Alphabet (Google) Class C
GOOG
$3.15T
$1.74M 0.15%
9,830
-771
FE icon
109
FirstEnergy
FE
$26.9B
$1.64M 0.14%
40,720
-93
INTU icon
110
Intuit
INTU
$190B
$1.63M 0.14%
2,067
+5
DASH icon
111
DoorDash
DASH
$110B
$1.63M 0.14%
6,603
-1,183
TROW icon
112
T. Rowe Price
TROW
$22.8B
$1.63M 0.14%
16,859
-34
QCOM icon
113
Qualcomm
QCOM
$182B
$1.57M 0.13%
9,887
-249
XLB icon
114
Materials Select Sector SPDR Fund
XLB
$5.5B
$1.57M 0.13%
17,885
-3,361
NUE icon
115
Nucor
NUE
$31.8B
$1.55M 0.13%
11,999
-151
IEF icon
116
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
$1.54M 0.13%
16,103
+2,009
LOW icon
117
Lowe's Companies
LOW
$136B
$1.52M 0.13%
6,872
-72
XLI icon
118
Industrial Select Sector SPDR Fund
XLI
$23.9B
$1.49M 0.13%
10,101
-7,060
KO icon
119
Coca-Cola
KO
$300B
$1.46M 0.12%
20,583
-1,665
NEE icon
120
NextEra Energy
NEE
$174B
$1.45M 0.12%
20,867
MELI icon
121
Mercado Libre
MELI
$110B
$1.4M 0.12%
537
+8
ACN icon
122
Accenture
ACN
$154B
$1.39M 0.12%
4,662
+90
IAU icon
123
iShares Gold Trust
IAU
$62.4B
$1.34M 0.11%
21,445
-8,643
AMAT icon
124
Applied Materials
AMAT
$182B
$1.33M 0.11%
7,278
-2,148
NKE icon
125
Nike
NKE
$102B
$1.32M 0.11%
18,537
+691
3 4
5
6 7