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
$403M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$6.01M
3
+$5.63M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.32M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.2M

Top Sells

1
+$7.2M
2
+$6.88M
3
+$6.47M
4
NVDA icon
NVIDIA
NVDA
+$6.37M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$5.78M

Sector Composition

1 Technology 12.55%
2 Healthcare 8.47%
3 Communication Services 7.15%
4 Industrials 6.44%
5 Consumer Staples 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19M 4.72%
207,613
+154,321
2
$18.3M 4.55%
228,069
-3,104
3
$15.6M 3.88%
99,216
+14,112
4
$14.3M 3.54%
96,494
-1,545
5
$10.2M 2.54%
187,906
-3,248
6
$9.83M 2.44%
100,880
+1,160
7
$8.98M 2.23%
224,005
+115,098
8
$8.54M 2.12%
45,754
+12,371
9
$8.39M 2.08%
93,066
+66,683
10
$8.38M 2.08%
131,868
-56,552
11
$7.93M 1.97%
315,641
-214,493
12
$7.69M 1.91%
281,544
+79,890
13
$7.69M 1.91%
132,360
-14,560
14
$7.67M 1.9%
50,797
+405
15
$7.38M 1.83%
44,236
+14,075
16
$7.35M 1.82%
82,985
-9,347
17
$6.93M 1.72%
332,690
-52,608
18
$6.8M 1.69%
94,176
+16,124
19
$6.71M 1.66%
123,985
+42,928
20
$6.18M 1.53%
152,665
+128,468
21
$5.94M 1.47%
64,443
+1,449
22
$5.72M 1.42%
63,535
+22,841
23
$5.63M 1.4%
+151,847
24
$5.48M 1.36%
59,236
+1,558
25
$5.47M 1.36%
26,969
+288
1
2 3 4 5