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
$307M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.73M
3
+$4.41M
4
AAPL icon
Apple
AAPL
+$3.84M
5
AMGN icon
Amgen
AMGN
+$3.58M

Top Sells

1
+$5.02M
2
+$3.95M
3
+$3.55M
4
GTN icon
Gray Television
GTN
+$3.38M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$2.72M

Sector Composition

1 Technology 9.34%
2 Industrials 8.59%
3 Healthcare 7.06%
4 Financials 6.47%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$233K 0.08%
6,210
-550
127
$230K 0.08%
11,150
-500
128
$227K 0.07%
5,172
-500
129
$227K 0.07%
+14,796
130
$227K 0.07%
4,611
-115
131
$225K 0.07%
+14,922
132
$220K 0.07%
2,468
-5
133
$212K 0.07%
4,752
+31
134
$211K 0.07%
+4,212
135
$208K 0.07%
1,805
-45
136
$204K 0.07%
2,621
-342
137
$204K 0.07%
+1,837
138
$201K 0.07%
+665
139
$199K 0.06%
13,920
140
$190K 0.06%
10,575
141
$138K 0.05%
+15,425
142
$127K 0.04%
1,163
-25
143
$120K 0.04%
+3,948
144
$116K 0.04%
112,300
145
$102K 0.03%
+2,250
146
$94K 0.03%
3,401
-4,982
147
$4K ﹤0.01%
2
148
$3K ﹤0.01%
+1,571
149
– –
-9,210
150
– –
-5,115
3 4 5
6
7