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
$1.09B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$5.7M
3
+$2.92M
4
DDOG icon
Datadog
DDOG
+$1.66M
5
MRVL icon
Marvell Technology
MRVL
+$1.61M

Top Sells

1
+$10.5M
2
+$8.71M
3
+$3.9M
4
BDX icon
Becton Dickinson
BDX
+$3.72M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.54M

Sector Composition

1 Technology 22.88%
2 Financials 10.41%
3 Communication Services 8.03%
4 Healthcare 7.95%
5 Consumer Discretionary 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.25M 0.11%
21,813
+1,143
127
$1.23M 0.11%
16,220
-115,251
128
$1.2M 0.11%
1,906
+113
129
$1.17M 0.11%
17,217
+261
130
$1.16M 0.11%
11,229
-6
131
$1.12M 0.1%
9,596
+240
132
$1.1M 0.1%
14,498
-400
133
$1.09M 0.1%
219
-5
134
$1.01M 0.09%
12,529
-41
135
$1M 0.09%
9,964
-312
136
$995K 0.09%
3,869
+122
137
$990K 0.09%
2,039
-2,759
138
$932K 0.09%
5,100
-4,906
139
$930K 0.09%
184,208
-34,100
140
$905K 0.08%
16,811
-49
141
$895K 0.08%
10,933
+120
142
$887K 0.08%
14,851
-11,143
143
$887K 0.08%
7,156
+16
144
$851K 0.08%
3,079
+40
145
$850K 0.08%
+500
146
$831K 0.08%
31,338
-936
147
$827K 0.08%
5,467
+338
148
$819K 0.08%
+95,983
149
$818K 0.08%
3,103
+90
150
$812K 0.07%
6,627
+555
4 5
6
7 8