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
201
$35K 0.04%
+1,633
202
$33K 0.04%
+1,839
203
$33K 0.04%
+398
204
$33K 0.04%
+317
205
$33K 0.04%
+256
206
$29K 0.03%
+155
207
$28K 0.03%
+224
208
$28K 0.03%
+680
209
$27K 0.03%
+274
210
$26K 0.03%
+222
211
$26K 0.03%
+2,356
212
$24K 0.03%
+444
213
$23K 0.02%
+519
214
$20K 0.02%
+328
215
$19K 0.02%
+542
216
$17K 0.02%
+270
217
$16K 0.02%
+73
218
$16K 0.02%
+1,725
219
$16K 0.02%
+1,268
220
$15K 0.02%
+458
221
$15K 0.02%
+1,040
222
$15K 0.02%
+776
223
$14K 0.02%
+330
224
$14K 0.02%
+391
225
$14K 0.02%
+320