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
201
$308K 0.03%
3,002
-362
202
$301K 0.03%
+5,078
203
$296K 0.03%
+5,874
204
$293K 0.03%
12,939
+873
205
$292K 0.03%
6,992
-397
206
$289K 0.03%
13,123
+1,961
207
$280K 0.03%
1,750
208
$278K 0.03%
+7,460
209
$277K 0.03%
4,555
+226
210
$269K 0.03%
2,304
+308
211
$263K 0.02%
2,240
-68
212
$262K 0.02%
496
+5
213
$257K 0.02%
2,044
+360
214
$256K 0.02%
2,672
215
$254K 0.02%
1,030
216
$244K 0.02%
9,180
217
$244K 0.02%
+11,520
218
$239K 0.02%
975
-31
219
$234K 0.02%
+3,768
220
$233K 0.02%
4,618
-1,588
221
$233K 0.02%
1,866
-4,323
222
$233K 0.02%
6,487
-381
223
$233K 0.02%
1,555
-446
224
$230K 0.02%
+5,024
225
$228K 0.02%
7,268
+218
6 7 8
9
10