UAS

United Asset Strategies Portfolio holdings

AUM $1.3B
1-Year Est. Return 22.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.76%
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
101
$1.96M 0.17%
+14,377
102
$1.88M 0.16%
8,588
-5
103
$1.87M 0.16%
14,074
+2,556
104
$1.87M 0.16%
3,026
-332
105
$1.86M 0.16%
4,187
-425
106
$1.83M 0.16%
9,851
-177
107
$1.78M 0.15%
3,377
+32
108
$1.74M 0.15%
9,830
-771
109
$1.64M 0.14%
40,720
-93
110
$1.63M 0.14%
2,067
+5
111
$1.63M 0.14%
6,603
-1,183
112
$1.63M 0.14%
16,859
-34
113
$1.57M 0.13%
9,887
-249
114
$1.57M 0.13%
35,770
-6,722
115
$1.55M 0.13%
11,999
-151
116
$1.54M 0.13%
16,103
+2,009
117
$1.52M 0.13%
6,872
-72
118
$1.49M 0.13%
10,101
-7,060
119
$1.46M 0.12%
20,583
-1,665
120
$1.45M 0.12%
20,867
121
$1.4M 0.12%
537
+8
122
$1.39M 0.12%
4,662
+90
123
$1.34M 0.11%
21,445
-8,643
124
$1.33M 0.11%
7,278
-2,148
125
$1.32M 0.11%
18,537
+691
3 4
5
6 7