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
$776M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.63M
3
+$5.73M
4
JPM icon
JPMorgan Chase
JPM
+$5.41M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.55M

Top Sells

1
+$10.7M
2
+$7.38M
3
+$7.08M
4
WFC icon
Wells Fargo
WFC
+$1.55M
5
NOW icon
ServiceNow
NOW
+$1.27M

Sector Composition

1 Technology 17.24%
2 Financials 9.95%
3 Healthcare 9.85%
4 Communication Services 8.75%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$910K 0.12%
3,767
-959
127
$847K 0.11%
23,783
+1,212
128
$831K 0.11%
6,607
+440
129
$803K 0.1%
4,746
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130
$789K 0.1%
3,927
-218
131
$765K 0.1%
22,724
+608
132
$745K 0.1%
17,487
-26,754
133
$714K 0.09%
19,730
-6,284
134
$645K 0.08%
3,997
-325
135
$641K 0.08%
4,844
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136
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7,790
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137
$589K 0.08%
3,005
138
$567K 0.07%
5,148
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139
$567K 0.07%
2,453
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140
$558K 0.07%
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141
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898
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142
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2,388
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143
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144
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145
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146
$488K 0.06%
6,255
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147
$488K 0.06%
6,500
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148
$484K 0.06%
4,707
-74
149
$478K 0.06%
+9,688
150
$477K 0.06%
4,000
4 5
6
7 8