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
$1.08B
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$9.75M
3
+$9.28M
4
MU icon
Micron Technology
MU
+$8.47M
5
NVDA icon
NVIDIA
NVDA
+$7.3M

Top Sells

1
+$11M
2
+$8.81M
3
+$7.85M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$5.3M
5
LMT icon
Lockheed Martin
LMT
+$4.03M

Sector Composition

1 Technology 21.21%
2 Financials 11.12%
3 Healthcare 9.92%
4 Communication Services 7.91%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$909K 0.08%
7,089
+462
152
$892K 0.08%
3,824
-45
153
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154
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9,840
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3,140
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158
$837K 0.08%
96,460
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159
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10,335
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160
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161
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162
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7,131
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163
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164
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165
$772K 0.07%
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167
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169
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170
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2,117
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171
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172
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173
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6,405
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174
$639K 0.06%
16,224
-4,392
175
$636K 0.06%
22,503
+11,532
5 6
7
8 9