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
$307M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.73M
3
+$4.41M
4
AAPL icon
Apple
AAPL
+$3.84M
5
AMGN icon
Amgen
AMGN
+$3.58M

Top Sells

1
+$5.02M
2
+$3.95M
3
+$3.55M
4
GTN icon
Gray Television
GTN
+$3.38M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$2.72M

Sector Composition

1 Technology 9.34%
2 Industrials 8.59%
3 Healthcare 7.06%
4 Financials 6.47%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14M 4.58%
153,544
+495
2
$13.6M 4.44%
470,620
+132,556
3
$10M 3.27%
207,600
-10,280
4
$8.96M 2.92%
385,601
-26,806
5
$7.58M 2.47%
84,015
-681
6
$7.24M 2.36%
182,820
+8,580
7
$7.09M 2.31%
46,794
+9,237
8
$6.8M 2.22%
98,701
+20,613
9
$6.38M 2.08%
102,552
-1,384
10
$6.32M 2.06%
53,048
+11,095
11
$6.09M 1.99%
4,155
+90
12
$5.57M 1.82%
101,099
-4,962
13
$5.44M 1.77%
75,907
+6,123
14
$5.16M 1.68%
149,453
+5,908
15
$5.11M 1.67%
29,615
-4,803
16
$5.01M 1.64%
90,227
-38,835
17
$5.01M 1.63%
63,495
-4,077
18
$4.89M 1.59%
+226,698
19
$4.88M 1.59%
94,474
-76,356
20
$4.8M 1.57%
46,100
-71
21
$4.73M 1.54%
+7,087
22
$4.71M 1.54%
368,309
-277,256
23
$4.7M 1.53%
55,957
+793
24
$4.67M 1.52%
74,106
+3,039
25
$4.66M 1.52%
53,718
-4,178
1
2 3 4 5