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
$1.07B
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$8.16M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$3.78M
5
ADBE icon
Adobe
ADBE
+$3.51M

Top Sells

1
+$9.9M
2
+$8.83M
3
+$8.42M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$6.11M
5
NVDA icon
NVIDIA
NVDA
+$2.81M

Sector Composition

1 Technology 21.56%
2 Financials 9.78%
3 Healthcare 9.72%
4 Communication Services 7.47%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.32M 0.12%
14,898
+1,210
127
$1.27M 0.12%
+10,747
128
$1.24M 0.12%
11,235
-5
129
$1.21M 0.11%
11,103
+1,027
130
$1.2M 0.11%
10,870
-70
131
$1.19M 0.11%
218,308
132
$1.19M 0.11%
4,378
-207
133
$1.17M 0.11%
16,956
-30
134
$1.17M 0.11%
2,381
-24
135
$1.11M 0.1%
1,793
+109
136
$1.09M 0.1%
+7,648
137
$1.08M 0.1%
20,670
+1,348
138
$1.05M 0.1%
12,570
-522
139
$1.02M 0.1%
34,356
+1,837
140
$1M 0.09%
10,276
-401
141
$1M 0.09%
8,722
+594
142
$974K 0.09%
16,860
+811
143
$944K 0.09%
224
-216
144
$938K 0.09%
3,747
+39
145
$934K 0.09%
32,274
+2,141
146
$928K 0.09%
+28,770
147
$911K 0.08%
3,013
+37
148
$892K 0.08%
10,813
-131
149
$887K 0.08%
+959
150
$876K 0.08%
3,039
-63
4 5
6
7 8