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
$1B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.6M
3
+$13.5M
4
SNPS icon
Synopsys
SNPS
+$12M
5
CL icon
Colgate-Palmolive
CL
+$8.07M

Top Sells

1
+$11.5M
2
+$7.03M
3
+$5.8M
4
NOW icon
ServiceNow
NOW
+$5.03M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$4.39M

Sector Composition

1 Technology 20.73%
2 Healthcare 11.1%
3 Financials 9.77%
4 Communication Services 6.99%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.38M 0.14%
14,536
+198
127
$1.36M 0.14%
29,321
+878
128
$1.34M 0.13%
12,874
+478
129
$1.31M 0.13%
9,900
+1,410
130
$1.3M 0.13%
2,400
-21,252
131
$1.3M 0.13%
20,269
-1,569
132
$1.29M 0.13%
7,413
+955
133
$1.19M 0.12%
5,234
-4,209
134
$1.19M 0.12%
3,420
+247
135
$1.17M 0.12%
10,860
+401
136
$1.15M 0.12%
9,457
+1,202
137
$1.15M 0.11%
16,400
+1,092
138
$1.11M 0.11%
26,329
-151
139
$1.1M 0.11%
36,248
+1,974
140
$1.06M 0.11%
18,277
+1,392
141
$1.05M 0.11%
12,330
-154
142
$1.04M 0.1%
1,598
+120
143
$1.03M 0.1%
13,916
+850
144
$1.01M 0.1%
8,144
+958
145
$979K 0.1%
2,300
+177
146
$961K 0.1%
8,470
+190
147
$960K 0.1%
6,225
-20,874
148
$936K 0.09%
+8,502
149
$915K 0.09%
12,343
+77
150
$911K 0.09%
3,517
+114
4 5
6
7 8