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
$802M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$16.8M
3
+$13.7M
4
MRVL icon
Marvell Technology
MRVL
+$10.6M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$9.68M

Top Sells

1
+$17M
2
+$16.8M
3
+$16.5M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$13.4M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$13.1M

Sector Composition

1 Technology 21.48%
2 Healthcare 11.44%
3 Financials 8.8%
4 Consumer Discretionary 7.56%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.33M 0.17%
10,668
-152
127
$1.32M 0.16%
+5,880
128
$1.27M 0.16%
8,913
-97
129
$1.18M 0.15%
3,201
+208
130
$1.17M 0.15%
24,720
-7,283
131
$1.13M 0.14%
5,544
+48
132
$1.1M 0.14%
11,518
+4,821
133
$1.09M 0.14%
20,784
+6,558
134
$1.08M 0.13%
2,010
-13
135
$1.08M 0.13%
7,441
-114,466
136
$1.03M 0.13%
12,733
+1,055
137
$977K 0.12%
29,191
-137
138
$943K 0.12%
12,931
+3,117
139
$897K 0.11%
10,494
+353
140
$856K 0.11%
9,070
+370
141
$847K 0.11%
4,181
+2,692
142
$838K 0.1%
3,712
+248
143
$816K 0.1%
7,390
+1,309
144
$814K 0.1%
17,695
+6,794
145
$777K 0.1%
1,938
-347
146
$769K 0.1%
9,988
+44
147
$747K 0.09%
3,537
+460
148
$734K 0.09%
11,363
+440
149
$714K 0.09%
7,771
-182,633
150
$711K 0.09%
2,917
+14
4 5
6
7 8