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
201
$302K 0.03%
2,931
+121
202
$300K 0.03%
1,914
-114
203
$299K 0.03%
+7,436
204
$298K 0.03%
2,001
205
$294K 0.03%
1,400
-3,558
206
$282K 0.03%
2,335
-215
207
$280K 0.03%
967
+122
208
$269K 0.03%
7,150
209
$261K 0.03%
7,209
-1,682
210
$260K 0.03%
9,180
211
$253K 0.03%
1,030
212
$252K 0.03%
1,750
-1,000
213
$247K 0.02%
1,100
-406
214
$246K 0.02%
+511
215
$243K 0.02%
4,444
-37
216
$238K 0.02%
+6,863
217
$234K 0.02%
2,308
+48
218
$227K 0.02%
2,347
-61
219
$226K 0.02%
2,672
220
$223K 0.02%
+2,901
221
$221K 0.02%
6,162
+2
222
$214K 0.02%
5,859
-72
223
$213K 0.02%
12,120
-3,519
224
$211K 0.02%
2,073
-43,186
225
$208K 0.02%
10,071
-3,504
7 8
9
10 11