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
$1.09B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$5.7M
3
+$2.92M
4
DDOG icon
Datadog
DDOG
+$1.66M
5
MRVL icon
Marvell Technology
MRVL
+$1.61M

Top Sells

1
+$10.5M
2
+$8.71M
3
+$3.9M
4
BDX icon
Becton Dickinson
BDX
+$3.72M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.54M

Sector Composition

1 Technology 22.88%
2 Financials 10.41%
3 Communication Services 8.03%
4 Healthcare 7.95%
5 Consumer Discretionary 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.8M 4.11%
192,483
-1,370
2
$43.6M 4%
174,236
-11,407
3
$43.5M 3.99%
198,215
+2,599
4
$42.6M 3.91%
101,024
+1,847
5
$39.6M 3.64%
294,962
+5,608
6
$34.6M 3.18%
182,859
+2,513
7
$28.1M 2.58%
48,033
+5
8
$24.3M 2.23%
219,888
+14,547
9
$23.7M 2.17%
22,323
+110
10
$22.1M 2.03%
292,129
-1,569
11
$20.9M 1.92%
86,218
+922
12
$20.6M 1.89%
408,884
-208,581
13
$20.1M 1.85%
38,233
+624
14
$19.4M 1.78%
80,851
-558
15
$16.8M 1.54%
92,205
+1,455
16
$15.8M 1.45%
359,802
-1,098
17
$15.3M 1.41%
31,584
+751
18
$15M 1.38%
549,186
+4,343
19
$15M 1.38%
330,999
+64,441
20
$14.8M 1.36%
23,235
-34
21
$14.8M 1.35%
33,188
+1,030
22
$14.2M 1.3%
27,269
+1,118
23
$13.9M 1.28%
188,239
+2,497
24
$13.9M 1.28%
201,623
-3,295
25
$13M 1.19%
64,259
+980
1
2 3 4 5