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
$1.08B
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$9.75M
3
+$9.28M
4
MU icon
Micron Technology
MU
+$8.47M
5
NVDA icon
NVIDIA
NVDA
+$7.3M

Top Sells

1
+$11M
2
+$8.81M
3
+$7.85M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$5.3M
5
LMT icon
Lockheed Martin
LMT
+$4.03M

Sector Composition

1 Technology 21.21%
2 Financials 11.12%
3 Healthcare 9.92%
4 Communication Services 7.91%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$375K 0.03%
3,568
+25
202
$367K 0.03%
8,773
-2,351
203
$366K 0.03%
264
204
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205
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206
$333K 0.03%
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207
$315K 0.03%
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+300
208
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209
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-2,044
210
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3,221
-1,040
211
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212
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213
$289K 0.03%
563
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214
$281K 0.03%
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215
$275K 0.03%
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216
$271K 0.03%
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217
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218
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219
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220
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221
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222
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223
$246K 0.02%
7,295
224
$239K 0.02%
4,872
225
$227K 0.02%
3,665
-1,171
6 7 8
9
10