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UAS

United Asset Strategies Portfolio holdings

AUM $1.26B
1-Year Est. Return 24.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
-$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.56M
3
+$6.1M
4
AMZN icon
Amazon
AMZN
+$4.2M
5
SBUX icon
Starbucks
SBUX
+$3.96M

Top Sells

1
+$8.05M
2
+$7.32M
3
+$5.84M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$5.73M
5
MCK icon
McKesson
MCK
+$3.59M

Sector Composition

1 Technology 22.93%
2 Financials 10.43%
3 Healthcare 9.1%
4 Communication Services 8.76%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MELI icon
151
Mercado Libre
MELI
$81.7B
$868K 0.07%
502
+28
GD icon
152
General Dynamics
GD
$92.2B
$866K 0.07%
2,522
-550
EOG icon
153
EOG Resources
EOG
$74.6B
$857K 0.07%
5,931
+189
NDSN icon
154
Nordson
NDSN
$15.7B
$847K 0.07%
3,183
+174
IAU icon
155
iShares Gold Trust
IAU
$67.2B
$832K 0.07%
9,438
+941
CRWD icon
156
CrowdStrike
CRWD
$168B
$832K 0.07%
2,131
+98
SNPS icon
157
Synopsys
SNPS
$90.7B
$827K 0.07%
2,085
+391
PNR icon
158
Pentair
PNR
$11.8B
$815K 0.06%
9,360
+587
ROL icon
159
Rollins
ROL
$22.4B
$798K 0.06%
14,935
-459
GE icon
160
GE Aerospace
GE
$336B
$791K 0.06%
2,789
+1,792
NU icon
161
Nu Holdings
NU
$56.4B
$779K 0.06%
54,216
+837
PWR icon
162
Quanta Services
PWR
$104B
$775K 0.06%
1,412
+31
MMM icon
163
3M
MMM
$80.2B
$774K 0.06%
5,330
+236
LRCX icon
164
Lam Research
LRCX
$406B
$768K 0.06%
+3,596
MET icon
165
MetLife
MET
$54.3B
$768K 0.06%
10,853
+578
CLX icon
166
Clorox
CLX
$11.5B
$761K 0.06%
7,347
+5,205
CVS icon
167
CVS Health
CVS
$124B
$759K 0.06%
10,574
+683
TT icon
168
Trane Technologies
TT
$101B
$758K 0.06%
+1,820
EPD icon
169
Enterprise Products Partners
EPD
$81.2B
$738K 0.06%
19,493
+242
MDT icon
170
Medtronic
MDT
$104B
$727K 0.06%
8,394
+714
FCX icon
171
Freeport-McMoran
FCX
$91.9B
$725K 0.06%
12,335
-65
PFE icon
172
Pfizer
PFE
$146B
$716K 0.06%
25,492
+892
VV icon
173
Vanguard Large-Cap ETF
VV
$51.9B
$705K 0.06%
2,358
+3
AOS icon
174
A.O. Smith
AOS
$7.9B
$694K 0.06%
10,526
+939
STIP icon
175
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$682K 0.05%
6,594
+119
5 6
7
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