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
$1B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.6M
3
+$13.5M
4
SNPS icon
Synopsys
SNPS
+$12M
5
CL icon
Colgate-Palmolive
CL
+$8.07M

Top Sells

1
+$11.5M
2
+$7.03M
3
+$5.8M
4
NOW icon
ServiceNow
NOW
+$5.03M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$4.39M

Sector Composition

1 Technology 20.73%
2 Healthcare 11.1%
3 Financials 9.77%
4 Communication Services 6.99%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$909K 0.09%
2,480
-300
152
$909K 0.09%
10,156
+152
153
$908K 0.09%
25,345
-11,258
154
$904K 0.09%
11,871
+1,291
155
$890K 0.09%
9,920
+955
156
$887K 0.09%
18,034
+9,353
157
$858K 0.09%
3,121
158
$844K 0.08%
2,986
-232
159
$842K 0.08%
+7,543
160
$841K 0.08%
30,308
-18,097
161
$829K 0.08%
2,878
-107
162
$812K 0.08%
2,957
+299
163
$801K 0.08%
6,269
+786
164
$800K 0.08%
12,500
+600
165
$793K 0.08%
9,937
+431
166
$792K 0.08%
7,964
+280
167
$790K 0.08%
8,908
+1,764
168
$771K 0.08%
+8,129
169
$770K 0.08%
9,414
-116
170
$768K 0.08%
6,346
+141
171
$762K 0.08%
+1,255
172
$759K 0.08%
4,901
+842
173
$748K 0.07%
3,120
-123
174
$745K 0.07%
+9,435
175
$715K 0.07%
8,388
-1,217
5 6
7
8 9