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
$651M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$6.5M
3 +$5.34M
4
EL icon
Estee Lauder
EL
+$5.16M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$4.64M

Top Sells

1 +$9.56M
2 +$7.98M
3 +$7.96M
4
NOW icon
ServiceNow
NOW
+$5.97M
5
ADBE icon
Adobe
ADBE
+$4.22M

Sector Composition

1 Technology 16.25%
2 Healthcare 11.79%
3 Financials 9.17%
4 Consumer Discretionary 7.91%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-2,600
227
-45,488
228
-11,045
229
-6,871
230
-22,743
231
-1,475
232
-12,874
233
-6,739