UAS
United Asset Strategies Portfolio holdings
AUM
$1.17B
This Quarter Return
+10.73%
1 Year Return
+21.79%
3 Year Return
+89.36%
5 Year Return
+150.05%
10 Year Return
+294.09%
AUM
$717M
AUM Growth
+$717M
(+10%)
Cap. Flow
+$15.6M
Cap. Flow
% of AUM
2.18%
Top 10 Holdings %
Top 10 Hldgs %
23.2%
Holding
241
New
31
Increased
104
Reduced
75
Closed
16
Top Buys
| 1 |
Adobe
ADBE
|
$9.17M |
| 2 |
Merck
MRK
|
$8.68M |
| 3 |
ServiceNow
NOW
|
$8.18M |
| 4 |
Lockheed Martin
LMT
|
$7.8M |
| 5 |
Vanguard Consumer Discretionary ETF
VCR
|
$4.61M |
Top Sells
| 1 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$13.2M |
| 2 |
American Tower
AMT
|
$8.33M |
| 3 |
Amazon
AMZN
|
$6.26M |
| 4 |
SPDR Gold Trust
GLD
|
$5.88M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$3.84M |
Sector Composition
| 1 | Technology | 17.61% |
| 2 | Healthcare | 13.07% |
| 3 | Financials | 9.54% |
| 4 | Industrials | 7.18% |
| 5 | Consumer Staples | 6.71% |
