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
$1.07B
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$8.16M
3
+$5.83M
4
AMZN icon
Amazon
AMZN
+$3.78M
5
ADBE icon
Adobe
ADBE
+$3.51M

Top Sells

1
+$9.9M
2
+$8.83M
3
+$8.42M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$6.11M
5
NVDA icon
NVIDIA
NVDA
+$2.81M

Sector Composition

1 Technology 21.56%
2 Financials 9.78%
3 Healthcare 9.72%
4 Communication Services 7.47%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$636K 0.06%
6,484
-80
177
$632K 0.06%
2,625
+242
178
$619K 0.06%
12,400
179
$589K 0.05%
4,964
+59
180
$580K 0.05%
9,217
+212
181
$574K 0.05%
13,744
-229
182
$549K 0.05%
2,484
-28
183
$536K 0.05%
14,265
+1,067
184
$526K 0.05%
3,460
+110
185
$523K 0.05%
17,974
+270
186
$462K 0.04%
4,017
-4,579
187
$458K 0.04%
2,790
+47
188
$455K 0.04%
1,643
189
$446K 0.04%
4,390
-256
190
$428K 0.04%
+4,794
191
$408K 0.04%
+5,998
192
$399K 0.04%
18,000
193
$396K 0.04%
8,873
-148
194
$377K 0.04%
264
195
$355K 0.03%
23,910
196
$328K 0.03%
+1,260
197
$327K 0.03%
2,839
+611
198
$325K 0.03%
3,856
-191
199
$324K 0.03%
2,751
-148
200
$321K 0.03%
+6,812
6 7
8
9 10