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
$328M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$4.33M
3
+$4.05M
4
CTSH icon
Cognizant
CTSH
+$3.78M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.49M

Top Sells

1
+$4.89M
2
+$4.89M
3
+$4.73M
4
INVN
Invensense Inc
INVN
+$4.71M
5
CL icon
Colgate-Palmolive
CL
+$4.41M

Sector Composition

1 Technology 7.99%
2 Industrials 7.73%
3 Healthcare 7.21%
4 Financials 6.55%
5 Energy 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.65M 1.42%
213,991
+186,094
27
$4.5M 1.37%
37,942
-1,546
28
$4.4M 1.34%
83,904
+5,302
29
$4.33M 1.32%
+62,371
30
$4.21M 1.28%
72,089
+5,980
31
$4.18M 1.27%
50,613
-1,657
32
$4.17M 1.27%
57,190
-891
33
$4.06M 1.24%
17,213
-1,129
34
$3.78M 1.15%
+63,555
35
$3.52M 1.07%
187,440
+104,670
36
$3.49M 1.06%
21,245
-3,212
37
$3.48M 1.06%
+80,709
38
$2.91M 0.89%
121,074
-4,341
39
$2.84M 0.87%
39,804
-1,853
40
$2.68M 0.82%
82,630
+2,675
41
$2.68M 0.82%
42,144
-31,962
42
$2.56M 0.78%
45,227
-470
43
$2.54M 0.77%
57,280
+1,160
44
$2.47M 0.75%
102,913
+4,858
45
$2.34M 0.71%
33,427
-5,036
46
$2.3M 0.7%
71,665
+3,459
47
$2.17M 0.66%
+9,458
48
$2.1M 0.64%
65,976
+21,737
49
$2.08M 0.63%
136,734
+6,717
50
$2.02M 0.61%
25,862
-331
1
2
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