UAS

United Asset Strategies Portfolio holdings

AUM $1.3B
1-Year Est. Return 22.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$686M
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.97M
3
+$8.56M
4
IDXX icon
Idexx Laboratories
IDXX
+$5.49M
5
AMZN icon
Amazon
AMZN
+$4.68M

Top Sells

1
+$9.07M
2
+$7.79M
3
+$6.71M
4
MCK icon
McKesson
MCK
+$4.54M
5
SYF icon
Synchrony
SYF
+$3.6M

Sector Composition

1 Technology 18.45%
2 Healthcare 11.12%
3 Financials 8.67%
4 Consumer Discretionary 7.33%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-74,764
227
– –
-5,861
228
– –
-1,489
229
– –
-913
230
– –
-62,979
231
– –
-9,620
6 7 8 9
10