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
$307M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$4.89M
2 +$4.73M
3 +$4.41M
4
AAPL icon
Apple
AAPL
+$3.84M
5
AMGN icon
Amgen
AMGN
+$3.58M

Top Sells

1 +$5.02M
2 +$3.95M
3 +$3.55M
4
GTN icon
Gray Television
GTN
+$3.38M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$2.72M

Sector Composition

1 Technology 9.34%
2 Industrials 8.59%
3 Healthcare 7.06%
4 Financials 6.47%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-41,406
152
-326,260
153
-2,100
154
-18,215
155
-69,814
156
-6,969
157
-3,457