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
$690M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1 +$10.7M
2 +$10.1M
3 +$9.08M
4
AMZN icon
Amazon
AMZN
+$6.19M
5
DG icon
Dollar General
DG
+$5.78M

Top Sells

1 +$9.53M
2 +$7.4M
3 +$7.13M
4
INVH icon
Invitation Homes
INVH
+$7M
5
GLD icon
SPDR Gold Trust
GLD
+$5.34M

Sector Composition

1 Technology 15.21%
2 Healthcare 10.29%
3 Communication Services 8.54%
4 Financials 8.19%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-38,896
227
-5,021
228
-4,741
229
-4,524
230
-3,007