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
$1.01B
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$3.06M
3
+$2.65M
4
AMZN icon
Amazon
AMZN
+$2.52M
5
NVDA icon
NVIDIA
NVDA
+$2.49M

Top Sells

1
+$18.1M
2
+$7.41M
3
+$2.91M
4
LIN icon
Linde
LIN
+$2.57M
5
MCK icon
McKesson
MCK
+$2.53M

Sector Composition

1 Technology 23.37%
2 Healthcare 10.56%
3 Financials 9.7%
4 Communication Services 7.59%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.3M 0.13%
2,919
+619
127
$1.18M 0.12%
10,940
+80
128
$1.16M 0.11%
10,076
+619
129
$1.11M 0.11%
3,671
+251
130
$1.11M 0.11%
1,684
+86
131
$1.07M 0.11%
+2,405
132
$1.06M 0.1%
4,585
-649
133
$1.06M 0.1%
16,986
+4,486
134
$1.05M 0.1%
8,128
-16
135
$1.05M 0.1%
218,308
-3,300
136
$1.05M 0.1%
19,322
+1,045
137
$1.03M 0.1%
13,688
-14,094
138
$990K 0.1%
11,240
-631
139
$987K 0.1%
13,092
-824
140
$922K 0.09%
+3,708
141
$906K 0.09%
32,519
-3,729
142
$883K 0.09%
8,596
+6,523
143
$879K 0.09%
9,056
+554
144
$863K 0.09%
2,976
-10
145
$843K 0.08%
30,133
-175
146
$819K 0.08%
10,677
-1,653
147
$818K 0.08%
3,121
148
$793K 0.08%
7,198
-1,272
149
$791K 0.08%
3,102
-415
150
$790K 0.08%
7,936
-28
4 5
6
7 8