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
$1.09B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$5.7M
3
+$2.92M
4
DDOG icon
Datadog
DDOG
+$1.66M
5
MRVL icon
Marvell Technology
MRVL
+$1.61M

Top Sells

1
+$10.5M
2
+$8.71M
3
+$3.9M
4
BDX icon
Becton Dickinson
BDX
+$3.72M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.54M

Sector Composition

1 Technology 22.88%
2 Financials 10.41%
3 Communication Services 8.03%
4 Healthcare 7.95%
5 Consumer Discretionary 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$327K 0.03%
10,515
-1,005
202
$315K 0.03%
584
+88
203
$302K 0.03%
2,807
-32
204
$294K 0.03%
+1,329
205
$277K 0.03%
1,555
206
$276K 0.03%
3,622
-234
207
$275K 0.03%
1,750
208
$273K 0.03%
6,492
-500
209
$271K 0.02%
2,672
210
$270K 0.02%
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-281
211
$269K 0.02%
11,592
-1,347
212
$264K 0.02%
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-136
213
$263K 0.02%
2,045
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214
$261K 0.02%
2,271
-1,746
215
$256K 0.02%
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-117
216
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+4,836
217
$250K 0.02%
10,971
-2,152
218
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1,021
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219
$246K 0.02%
1,246
220
$236K 0.02%
5,650
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221
$235K 0.02%
1,030
222
$232K 0.02%
3,768
223
$227K 0.02%
+4,872
224
$221K 0.02%
375
+5
225
$216K 0.02%
7,295
+27
7 8
9
10 11