UAML

US Asset Management LLC Portfolio holdings

AUM $122M
1-Year Est. Return 27.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1 +$6.28M
2 +$4.64M
3 +$2.39M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.36M
5
UNH icon
UnitedHealth
UNH
+$2.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.05%
2 Financials 17.61%
3 Healthcare 14.99%
4 Industrials 9.47%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$11K 0.01%
+250
227
$10K 0.01%
+188
228
$8K 0.01%
+110
229
$7K 0.01%
+3,642
230
$7K 0.01%
+186
231
$6K 0.01%
+347
232
$6K 0.01%
+202
233
$5K 0.01%
+405
234
$4K ﹤0.01%
+28
235
$4K ﹤0.01%
+718
236
$4K ﹤0.01%
+3,139