UAS
United Asset Strategies Portfolio holdings
AUM
$1.17B
1-Year Return
21.79%
This Quarter Return
-12.62%
1 Year Return
+21.79%
3 Year Return
+89.36%
5 Year Return
+150.05%
10 Year Return
+294.09%
AUM
$686M
AUM Growth
-$100M
(-13%)
Cap. Flow
+$1.12M
Cap. Flow
% of AUM
0.16%
Top 10 Holdings %
Top 10 Hldgs %
25.03%
Holding
231
New
21
Increased
95
Reduced
81
Closed
24
Top Buys
| 1 |
Belpointe PREP
OZ
|
$9.94M |
| 2 |
NVIDIA
NVDA
|
$8.01M |
| 3 |
iShares MSCI Mexico ETF
EWW
|
$7.96M |
| 4 |
Idexx Laboratories
IDXX
|
$4.72M |
| 5 |
Amazon
AMZN
|
$3.98M |
Top Sells
| 1 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$9.07M |
| 2 |
TSMC
TSM
|
$7.8M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$6.34M |
| 4 |
McKesson
MCK
|
$4.63M |
| 5 |
Synchrony
SYF
|
$2.87M |
Sector Composition
| 1 | Technology | 18.45% |
| 2 | Healthcare | 11.12% |
| 3 | Financials | 8.67% |
| 4 | Consumer Discretionary | 7.33% |
| 5 | Industrials | 6.76% |
