UAS

United Asset Strategies Portfolio holdings

AUM $1.3B
1-Year Est. Return 22.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$12.2M
3
+$12.1M
4
ASML icon
ASML
ASML
+$11.6M
5
AAPL icon
Apple
AAPL
+$8.91M

Top Sells

1
+$15.7M
2
+$15M
3
+$13.8M
4
MU icon
Micron Technology
MU
+$11.8M
5
GLD icon
SPDR Gold Trust
GLD
+$8.41M

Sector Composition

1 Technology 24.8%
2 Financials 11.02%
3 Healthcare 8.78%
4 Communication Services 8.26%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$874K 0.07%
7,310
+221
152
$872K 0.07%
6,540
-591
153
$868K 0.07%
9,626
-334
154
$862K 0.07%
+2,786
155
$837K 0.07%
13,150
-908
156
$819K 0.07%
+3,660
157
$810K 0.07%
93,750
-2,710
158
$807K 0.07%
2,787
-251
159
$805K 0.07%
5,289
-598
160
$795K 0.07%
9,887
-862
161
$794K 0.07%
19,456
-1,214
162
$777K 0.07%
3,310
+131
163
$768K 0.07%
+10,673
164
$765K 0.07%
+55,781
165
$727K 0.06%
24,026
-2,175
166
$725K 0.06%
2,136
-46
167
$723K 0.06%
+4,800
168
$718K 0.06%
2,437
+2
169
$700K 0.06%
6,804
+399
170
$685K 0.06%
7,465
+5,061
171
$670K 0.06%
2,350
-4
172
$667K 0.06%
15,607
-617
173
$660K 0.06%
7,573
-707
174
$647K 0.06%
2,722
+95
175
$639K 0.05%
+1,580
5 6
7
8 9