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
$786M
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$9.69M
3
+$9.07M
4
GLD icon
SPDR Gold Trust
GLD
+$8.25M
5
TSM icon
TSMC
TSM
+$7.79M

Top Sells

1
+$11.6M
2
+$9.75M
3
+$9.4M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$9.33M
5
LH icon
Labcorp
LH
+$7.9M

Sector Composition

1 Technology 19.74%
2 Healthcare 10.91%
3 Financials 9.82%
4 Consumer Discretionary 7.62%
5 Communication Services 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.04M 0.13%
+9,374
127
$1.04M 0.13%
22,084
+2,056
128
$905K 0.12%
24,571
+8,992
129
$881K 0.11%
4,973
+117
130
$831K 0.11%
3,324
-168
131
$816K 0.1%
11,847
-3,742
132
$769K 0.1%
4,189
-680
133
$768K 0.1%
5,893
+297
134
$749K 0.1%
3,104
-85
135
$747K 0.1%
15,834
+718
136
$729K 0.09%
6,765
+465
137
$722K 0.09%
3,465
-444
138
$711K 0.09%
18,390
+9,828
139
$696K 0.09%
5,174
+3,316
140
$689K 0.09%
8,339
-404
141
$669K 0.09%
8,824
+886
142
$651K 0.08%
4,379
+225
143
$636K 0.08%
9,398
+2,313
144
$619K 0.08%
11,907
+2,610
145
$596K 0.08%
3,113
-1,845
146
$583K 0.07%
+2,782
147
$578K 0.07%
2,311
+195
148
$565K 0.07%
4,586
+249
149
$557K 0.07%
13,512
+2,671
150
$553K 0.07%
4,443
-135
4 5
6
7 8