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
$403M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$6.01M
3
+$5.63M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.32M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.2M

Top Sells

1
+$7.2M
2
+$6.88M
3
+$6.47M
4
NVDA icon
NVIDIA
NVDA
+$6.37M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$5.78M

Sector Composition

1 Technology 12.55%
2 Healthcare 8.47%
3 Communication Services 7.15%
4 Industrials 6.44%
5 Consumer Staples 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$431K 0.11%
5,908
-524
127
$431K 0.11%
3,001
-321
128
$431K 0.11%
+2,705
129
$421K 0.1%
+1,340
130
$420K 0.1%
20,713
+467
131
$418K 0.1%
6,874
-1,326
132
$418K 0.1%
19,697
+36
133
$417K 0.1%
8,602
-219
134
$386K 0.1%
4,303
-282
135
$382K 0.09%
5,508
-1,295
136
$381K 0.09%
8,462
-828
137
$362K 0.09%
4,133
-35
138
$358K 0.09%
12,582
+178
139
$347K 0.09%
12,770
-1,766
140
$340K 0.08%
+9,735
141
$339K 0.08%
902
-270
142
$334K 0.08%
2,112
-250
143
$319K 0.08%
9,384
-1,456
144
$317K 0.08%
12,497
+234
145
$310K 0.08%
9,252
-4,464
146
$307K 0.08%
6,424
-158
147
$306K 0.08%
14,032
+477
148
$297K 0.07%
9,588
-2,320
149
$289K 0.07%
+10,353
150
$288K 0.07%
11,796
+50
4 5
6
7 8