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
$1.08B
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$9.75M
3
+$9.28M
4
MU icon
Micron Technology
MU
+$8.47M
5
NVDA icon
NVIDIA
NVDA
+$7.3M

Top Sells

1
+$11M
2
+$8.81M
3
+$7.85M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$5.3M
5
LMT icon
Lockheed Martin
LMT
+$4.03M

Sector Composition

1 Technology 21.21%
2 Financials 11.12%
3 Healthcare 9.92%
4 Communication Services 7.91%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.33M 0.12%
11,518
-4,849
127
$1.31M 0.12%
23,211
+1,398
128
$1.27M 0.12%
2,062
+156
129
$1.24M 0.12%
10,572
-572
130
$1.2M 0.11%
8,593
-11,156
131
$1.19M 0.11%
5,796
+696
132
$1.19M 0.11%
2,405
-3
133
$1.18M 0.11%
35,554
-148
134
$1.17M 0.11%
9,168
+3,701
135
$1.17M 0.11%
11,412
+183
136
$1.14M 0.11%
17,371
+154
137
$1.13M 0.11%
17,846
+3,348
138
$1.12M 0.1%
10,721
+5,490
139
$1.11M 0.1%
4,135
-167
140
$1.06M 0.1%
230
+11
141
$1.05M 0.1%
9,459
+3,004
142
$1.04M 0.1%
15,308
+457
143
$1.03M 0.1%
529
+29
144
$1.03M 0.1%
11,680
-8,836
145
$951K 0.09%
9,960
+885
146
$943K 0.09%
12,626
+97
147
$937K 0.09%
10,289
+4,004
148
$936K 0.09%
2,183
+144
149
$922K 0.09%
22,051
+3,442
150
$917K 0.09%
3,038
-41
4 5
6
7 8