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
$890M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$7.88M
3
+$7.76M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$5.8M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.69M

Top Sells

1
+$5.54M
2
+$3.93M
3
+$3.66M
4
BDX icon
Becton Dickinson
BDX
+$3.25M
5
RTX icon
RTX Corp
RTX
+$3.04M

Sector Composition

1 Technology 21.69%
2 Healthcare 10.42%
3 Financials 9.68%
4 Consumer Discretionary 7.1%
5 Communication Services 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$314K 0.04%
+2,102
202
$285K 0.03%
2,550
203
$275K 0.03%
3,635
+242
204
$274K 0.03%
1,014
205
$267K 0.03%
264
206
$263K 0.03%
+1,506
207
$262K 0.03%
15,639
+2,495
208
$262K 0.03%
+2,001
209
$259K 0.03%
4,481
+229
210
$255K 0.03%
13,575
+690
211
$253K 0.03%
7,150
212
$253K 0.03%
1,030
-15
213
$244K 0.03%
+5,249
214
$234K 0.03%
2,408
+117
215
$229K 0.03%
+8,820
216
$229K 0.03%
+4,977
217
$227K 0.03%
+476
218
$227K 0.03%
+2,093
219
$226K 0.03%
2,028
-16,014
220
$226K 0.03%
2,810
-379
221
$222K 0.02%
9,180
222
$216K 0.02%
+5,931
223
$214K 0.02%
+6,160
224
$214K 0.02%
845
225
$212K 0.02%
2,260
-58
7 8
9
10 11