We are live on ! Find out more
UAS

United Asset Strategies Portfolio holdings

AUM $1.26B
1-Year Est. Return 24.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
-$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.56M
3
+$6.1M
4
AMZN icon
Amazon
AMZN
+$4.2M
5
SBUX icon
Starbucks
SBUX
+$3.96M

Top Sells

1
+$8.05M
2
+$7.32M
3
+$5.84M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$5.73M
5
MCK icon
McKesson
MCK
+$3.59M

Sector Composition

1 Technology 22.93%
2 Financials 10.43%
3 Healthcare 9.1%
4 Communication Services 8.76%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
126
Intuitive Surgical
ISRG
$148B
$1.18M 0.09%
2,561
-81
SPEM icon
127
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
$1.16M 0.09%
24,806
+215
CHRW icon
128
C.H. Robinson
CHRW
$22.2B
$1.16M 0.09%
6,991
-2,875
USFD icon
129
US Foods
USFD
$19.1B
$1.15M 0.09%
12,494
+16
AXP icon
130
American Express
AXP
$213B
$1.12M 0.09%
3,686
+74
MPWR icon
131
Monolithic Power Systems
MPWR
$76.6B
$1.08M 0.09%
987
-342
VMC icon
132
Vulcan Materials
VMC
$35B
$1.06M 0.08%
3,887
+89
ORCL icon
133
Oracle
ORCL
$609B
$1.05M 0.08%
7,127
-409
CRM icon
134
Salesforce
CRM
$150B
$1.04M 0.08%
5,587
+4,504
VRT icon
135
Vertiv
VRT
$115B
$1.01M 0.08%
+4,023
PLTR icon
136
Palantir
PLTR
$327B
$1.01M 0.08%
6,878
-2,323
CTAS icon
137
Cintas
CTAS
$69.5B
$999K 0.08%
5,906
-42
MBS icon
138
Angel Oak Mortgage-Backed Securities ETF
MBS
$147M
$986K 0.08%
113,826
-30,796
ABNB icon
139
Airbnb
ABNB
$79.8B
$966K 0.08%
+7,646
HLT icon
140
Hilton Worldwide
HLT
$77.5B
$964K 0.08%
3,170
-107
CB icon
141
Chubb
CB
$125B
$959K 0.08%
2,941
+169
DDOG icon
142
Datadog
DDOG
$82.5B
$948K 0.08%
8,032
-66
TXN icon
143
Texas Instruments
TXN
$265B
$945K 0.08%
4,870
-1,729
ORLY icon
144
O'Reilly Automotive
ORLY
$73.8B
$936K 0.07%
10,137
+95
ES icon
145
Eversource Energy
ES
$25.6B
$922K 0.07%
13,309
+351
TRGP icon
146
Targa Resources
TRGP
$56.7B
$919K 0.07%
3,664
-94
TLT icon
147
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$901K 0.07%
10,398
+126
EMR icon
148
Emerson Electric
EMR
$77.9B
$895K 0.07%
6,830
+404
MDLZ icon
149
Mondelez International
MDLZ
$79.1B
$889K 0.07%
15,416
+9,006
INTU icon
150
Intuit
INTU
$83.6B
$874K 0.07%
2,021
-15
4 5
6
7 8