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
$1.01B
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$3.06M
3
+$2.65M
4
AMZN icon
Amazon
AMZN
+$2.52M
5
NVDA icon
NVIDIA
NVDA
+$2.49M

Top Sells

1
+$18.1M
2
+$7.41M
3
+$2.91M
4
LIN icon
Linde
LIN
+$2.57M
5
MCK icon
McKesson
MCK
+$2.53M

Sector Composition

1 Technology 23.37%
2 Healthcare 10.56%
3 Financials 9.7%
4 Communication Services 7.59%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$786K 0.08%
16,049
-1,985
152
$769K 0.08%
3,081
-39
153
$768K 0.08%
10,944
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155
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156
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157
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2,322
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13,506
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160
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161
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162
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163
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166
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12,400
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6,564
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175
$547K 0.05%
13,973
-45,547
5 6
7
8 9