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
$1B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$17.6M
3
+$13.5M
4
SNPS icon
Synopsys
SNPS
+$12M
5
CL icon
Colgate-Palmolive
CL
+$8.07M

Top Sells

1
+$11.5M
2
+$7.03M
3
+$5.8M
4
NOW icon
ServiceNow
NOW
+$5.03M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$4.39M

Sector Composition

1 Technology 20.73%
2 Healthcare 11.1%
3 Financials 9.77%
4 Communication Services 6.99%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$689K 0.07%
221,608
+300
177
$686K 0.07%
13,427
+585
178
$664K 0.07%
21,636
+2,222
179
$656K 0.07%
3,400
-125
180
$644K 0.06%
6,805
+34
181
$638K 0.06%
9,723
-24,532
182
$614K 0.06%
+1,470
183
$607K 0.06%
12,900
+480
184
$559K 0.06%
5,284
+298
185
$555K 0.06%
10,453
186
$540K 0.05%
5,951
-25
187
$509K 0.05%
17,445
-5,727
188
$500K 0.05%
2,773
+87
189
$483K 0.05%
3,669
+386
190
$467K 0.05%
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+585
191
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2,413
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192
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2,110
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193
$440K 0.04%
4,690
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194
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1,643
195
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10,003
-1,686
196
$366K 0.04%
18,000
197
$348K 0.03%
+4,038
198
$325K 0.03%
264
199
$325K 0.03%
4,070
+435
200
$305K 0.03%
6,915
-263
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8
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