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
$1.01B
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$3.06M
3
+$2.65M
4
AMZN icon
Amazon
AMZN
+$2.52M
5
NVDA icon
NVIDIA
NVDA
+$2.49M

Top Sells

1
+$18.1M
2
+$7.41M
3
+$2.91M
4
LIN icon
Linde
LIN
+$2.57M
5
MCK icon
McKesson
MCK
+$2.53M

Sector Composition

1 Technology 23.37%
2 Healthcare 10.56%
3 Financials 9.7%
4 Communication Services 7.59%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$262K 0.03%
1,006
-94
202
$258K 0.03%
12,066
+1,995
203
$255K 0.03%
7,050
-100
204
$254K 0.03%
2,308
205
$253K 0.03%
+11,964
206
$247K 0.02%
2,672
207
$246K 0.02%
1,750
208
$245K 0.02%
491
-20
209
$238K 0.02%
4,329
-115
210
$236K 0.02%
785
-182
211
$234K 0.02%
6,868
+5
212
$233K 0.02%
1,030
213
$223K 0.02%
2,228
-119
214
$222K 0.02%
+406
215
$222K 0.02%
+1,277
216
$216K 0.02%
2,976
+75
217
$213K 0.02%
11,162
-958
218
$213K 0.02%
+1,996
219
$212K 0.02%
6,857
-58
220
$209K 0.02%
5,763
-96
221
$201K 0.02%
1,665
222
$200K 0.02%
+1,684
223
$159K 0.02%
+19,357
224
$100K 0.01%
10,357
225
$52.2K 0.01%
13,333
6 7 8
9
10