UAS

United Asset Strategies Portfolio holdings

AUM $1.3B
1-Year Est. Return 22.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$12.2M
3
+$12.1M
4
ASML icon
ASML
ASML
+$11.6M
5
AAPL icon
Apple
AAPL
+$8.91M

Top Sells

1
+$15.7M
2
+$15M
3
+$13.8M
4
MU icon
Micron Technology
MU
+$11.8M
5
GLD icon
SPDR Gold Trust
GLD
+$8.41M

Sector Composition

1 Technology 24.8%
2 Financials 11.02%
3 Healthcare 8.78%
4 Communication Services 8.26%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.3M 0.11%
2,399
-6
127
$1.3M 0.11%
9,648
-12,842
128
$1.26M 0.11%
8,853
+5,594
129
$1.24M 0.11%
5,571
-225
130
$1.21M 0.1%
3,797
-338
131
$1.19M 0.1%
9,324
+156
132
$1.16M 0.1%
23,599
+388
133
$1.16M 0.1%
27,260
-18,204
134
$1.14M 0.1%
9,222
-96,046
135
$1.13M 0.1%
28,003
+15,905
136
$1.11M 0.1%
5,365
-4,188
137
$1.07M 0.09%
10,984
-696
138
$1.07M 0.09%
2,089
-94
139
$1.06M 0.09%
16,220
-1,151
140
$1.05M 0.09%
+18,730
141
$1.01M 0.09%
10,520
-892
142
$1M 0.09%
11,350
+1,061
143
$997K 0.09%
1,363
+8
144
$975K 0.08%
3,738
-86
145
$947K 0.08%
2,440
+323
146
$947K 0.08%
9,437
-22
147
$934K 0.08%
12,125
-15,425
148
$917K 0.08%
8,928
-912
149
$893K 0.08%
3,060
-80
150
$877K 0.07%
+3,792
4 5
6
7 8