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
$1.01B
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$3.06M
3
+$2.65M
4
AMZN icon
Amazon
AMZN
+$2.52M
5
NVDA icon
NVIDIA
NVDA
+$2.49M

Top Sells

1
+$18.1M
2
+$7.41M
3
+$2.91M
4
LIN icon
Linde
LIN
+$2.57M
5
MCK icon
McKesson
MCK
+$2.53M

Sector Composition

1 Technology 23.37%
2 Healthcare 10.56%
3 Financials 9.7%
4 Communication Services 7.59%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.2M 4.27%
191,033
-10,277
2
$41.6M 4.11%
93,118
+5,034
3
$38.6M 3.81%
312,477
+20,187
4
$33.9M 3.34%
175,356
+13,059
5
$33.8M 3.34%
160,642
+9,272
6
$32M 3.16%
175,590
+17,614
7
$23.7M 2.34%
46,969
+1,995
8
$19.1M 1.89%
129,060
+1,125
9
$17.9M 1.77%
83,349
+965
10
$16.3M 1.6%
20,660
+665
11
$16.2M 1.6%
80,097
-14,399
12
$16.1M 1.59%
36,461
+1,141
13
$15.5M 1.53%
46,977
+681
14
$15.4M 1.52%
288,782
+9,924
15
$15.2M 1.5%
301,644
-359,955
16
$15M 1.48%
63,016
+170
17
$15M 1.48%
88,302
+2,644
18
$14.5M 1.43%
24,355
+486
19
$14.2M 1.4%
30,454
+5,669
20
$14.2M 1.4%
357,549
+124
21
$14.2M 1.4%
153,788
+3,278
22
$14.1M 1.39%
25,383
+1,335
23
$13.9M 1.38%
25,201
+768
24
$13.8M 1.36%
197,837
+4,663
25
$13.3M 1.31%
180,063
+1,361
1
2 3 4 5