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UAS

United Asset Strategies Portfolio holdings

AUM $1.26B
1-Year Est. Return 24.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
-$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.56M
3
+$6.1M
4
AMZN icon
Amazon
AMZN
+$4.2M
5
SBUX icon
Starbucks
SBUX
+$3.96M

Top Sells

1
+$8.05M
2
+$7.32M
3
+$5.84M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$5.73M
5
MCK icon
McKesson
MCK
+$3.59M

Sector Composition

1 Technology 22.93%
2 Financials 10.43%
3 Healthcare 9.1%
4 Communication Services 8.76%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWB icon
176
iShares Russell 1000 ETF
IWB
$47.8B
$676K 0.05%
1,895
-24
ED icon
177
Consolidated Edison
ED
$38.4B
$673K 0.05%
5,948
-955
LIN icon
178
Linde
LIN
$232B
$668K 0.05%
1,348
+85
DASH icon
179
DoorDash
DASH
$66.4B
$649K 0.05%
4,323
+149
AS icon
180
Amer Sports
AS
$19.7B
$616K 0.05%
+18,697
CFG icon
181
Citizens Financial Group
CFG
$27.2B
$607K 0.05%
+10,123
XLU icon
182
State Street Utilities Select Sector SPDR ETF
XLU
$22.3B
$606K 0.05%
13,205
-6,970
SYM icon
183
Symbotic
SYM
$5.64B
$598K 0.05%
+11,246
VOO icon
184
Vanguard S&P 500 ETF
VOO
$973B
$597K 0.05%
999
+50
IBM icon
185
IBM
IBM
$264B
$597K 0.05%
2,463
-126
HRL icon
186
Hormel Foods
HRL
$13B
$594K 0.05%
26,230
+17,662
APH icon
187
Amphenol
APH
$177B
$572K 0.05%
+4,530
MSTR icon
188
Strategy Inc
MSTR
$44.8B
$568K 0.05%
4,549
+544
BDX icon
189
Becton Dickinson
BDX
$41.3B
$561K 0.04%
3,565
+420
BAB icon
190
Invesco Taxable Municipal Bond ETF
BAB
$1.06B
$558K 0.04%
20,697
+492
SNOW icon
191
Snowflake
SNOW
$83.3B
$547K 0.04%
3,628
+84
PPG icon
192
PPG Industries
PPG
$25.2B
$542K 0.04%
5,068
+412
SBAC icon
193
SBA Communications
SBAC
$21.2B
$539K 0.04%
3,130
+157
EEMA icon
194
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.29B
$539K 0.04%
5,626
+3,208
D icon
195
Dominion Energy
D
$57.6B
$533K 0.04%
8,628
+489
OEF icon
196
iShares S&P 100 ETF
OEF
$20.1B
$523K 0.04%
1,643
GPC icon
197
Genuine Parts
GPC
$13.4B
$520K 0.04%
4,913
+421
T icon
198
AT&T
T
$156B
$519K 0.04%
17,891
+18
MKC icon
199
McCormick & Company Non-Voting
MKC
$12.8B
$487K 0.04%
+9,656
FNF icon
200
Fidelity National Financial
FNF
$12.7B
$485K 0.04%
10,453
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