UAML

US Asset Management LLC Portfolio holdings

AUM $115M
1-Year Est. Return 23.63%
This Quarter Est. Return
1 Year Est. Return
+23.63%
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 +$5.71M
2 +$4.64M
3 +$2.23M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.19M
5
AMZN icon
Amazon
AMZN
+$2.03M

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
176
$77K 0.08%
+425
177
$74K 0.08%
+7,788
178
$68K 0.07%
+149
179
$68K 0.07%
+6,802
180
$67K 0.07%
+322
181
$67K 0.07%
+6,456
182
$65K 0.07%
+1,144
183
$62K 0.07%
+360
184
$59K 0.06%
+659
185
$59K 0.06%
+867
186
$56K 0.06%
+422
187
$55K 0.06%
+2,001
188
$54K 0.06%
+542
189
$52K 0.06%
+645
190
$51K 0.06%
+747
191
$49K 0.05%
+1,857
192
$49K 0.05%
+3,471
193
$45K 0.05%
+213
194
$43K 0.05%
+1,412
195
$41K 0.04%
+520
196
$39K 0.04%
+4,724
197
$38K 0.04%
+795
198
$38K 0.04%
+1,374
199
$37K 0.04%
+2,565
200
$37K 0.04%
+1,016