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
$890M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$7.88M
3
+$7.76M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$5.8M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.69M

Top Sells

1
+$5.54M
2
+$3.93M
3
+$3.66M
4
BDX icon
Becton Dickinson
BDX
+$3.25M
5
RTX icon
RTX Corp
RTX
+$3.04M

Sector Composition

1 Technology 21.69%
2 Healthcare 10.42%
3 Financials 9.68%
4 Consumer Discretionary 7.1%
5 Communication Services 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.31M 0.15%
10,283
-2,313
127
$1.26M 0.14%
7,744
-292
128
$1.24M 0.14%
36,603
-12,070
129
$1.2M 0.13%
12,396
+133
130
$1.18M 0.13%
22,476
-399
131
$1.13M 0.13%
10,459
+4,427
132
$1.11M 0.13%
3,173
-4,136
133
$1.11M 0.12%
15,308
-35
134
$1.1M 0.12%
6,458
-7,994
135
$1.03M 0.12%
26,480
+622
136
$995K 0.11%
4,958
+3,565
137
$960K 0.11%
12,047
+785
138
$948K 0.11%
8,490
-1,230
139
$946K 0.11%
28,224
-865
140
$945K 0.11%
+34,274
141
$935K 0.11%
2,123
+169
142
$924K 0.1%
1,478
+65
143
$919K 0.1%
3,525
+38
144
$914K 0.1%
10,580
+519
145
$908K 0.1%
12,484
+836
146
$895K 0.1%
8,240
+629
147
$889K 0.1%
8,255
-4,487
148
$872K 0.1%
7,186
+189
149
$854K 0.1%
+14,274
150
$836K 0.09%
3,218
+584
4 5
6
7 8