UAS

United Asset Strategies Portfolio holdings

AUM $1.3B
1-Year Est. Return 22.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$12.2M
3
+$12.1M
4
ASML icon
ASML
ASML
+$11.6M
5
AAPL icon
Apple
AAPL
+$8.91M

Top Sells

1
+$15.7M
2
+$15M
3
+$13.8M
4
MU icon
Micron Technology
MU
+$11.8M
5
GLD icon
SPDR Gold Trust
GLD
+$8.41M

Sector Composition

1 Technology 24.8%
2 Financials 11.02%
3 Healthcare 8.78%
4 Communication Services 8.26%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$402K 0.03%
264
202
$399K 0.03%
16,737
-1,273
203
$386K 0.03%
184,608
+100
204
$367K 0.03%
10,916
+3,928
205
$365K 0.03%
3,331
-1,093
206
$363K 0.03%
8,771
-2
207
$359K 0.03%
4,595
-416
208
$355K 0.03%
626
+63
209
$349K 0.03%
4,118
210
$347K 0.03%
7,548
-627
211
$343K 0.03%
3,847
212
$334K 0.03%
3,740
-59
213
$320K 0.03%
3,568
214
$314K 0.03%
2,475
+48
215
$303K 0.03%
2,752
-245
216
$300K 0.03%
+1,432
217
$294K 0.03%
2,672
-5
218
$291K 0.02%
5,712
-361
219
$284K 0.02%
1,333
+78
220
$282K 0.02%
1,246
221
$281K 0.02%
6,802
+294
222
$273K 0.02%
1,002
-6,186
223
$273K 0.02%
2,626
+51
224
$265K 0.02%
+2,418
225
$264K 0.02%
4,317
-8,758
7 8
9
10 11