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
$1.07B
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$8.16M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$3.78M
5
ADBE icon
Adobe
ADBE
+$3.51M

Top Sells

1
+$9.9M
2
+$8.83M
3
+$8.42M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$6.11M
5
NVDA icon
NVIDIA
NVDA
+$2.81M

Sector Composition

1 Technology 21.56%
2 Financials 9.78%
3 Healthcare 9.72%
4 Communication Services 7.47%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$875K 0.08%
2,237
152
$866K 0.08%
6,333
-245
153
$829K 0.08%
7,331
+835
154
$801K 0.07%
3,043
-38
155
$800K 0.07%
8,905
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156
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7,895
-41
157
$781K 0.07%
7,140
-58
158
$777K 0.07%
4,985
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159
$772K 0.07%
5,129
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160
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161
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8,345
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162
$746K 0.07%
6,072
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163
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9,226
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164
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8,935
-142
165
$742K 0.07%
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166
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168
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6,772
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169
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170
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13,444
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171
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8,670
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172
$660K 0.06%
6,619
-302
173
$651K 0.06%
4,659
+108
174
$649K 0.06%
10,453
175
$644K 0.06%
15,590
+8,083
5 6
7
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