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
$366M
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.07M
3
+$8.5M
4
GLD icon
SPDR Gold Trust
GLD
+$6.88M
5
CCJ icon
Cameco
CCJ
+$5.46M

Top Sells

1
+$7.36M
2
+$6.48M
3
+$4.64M
4
ATVI
Activision Blizzard
ATVI
+$4.16M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$4.13M

Sector Composition

1 Technology 8.3%
2 Industrials 7.5%
3 Financials 7.27%
4 Healthcare 6.94%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.42M 1.21%
70,578
-4,532
27
$4.14M 1.13%
73,563
+1,744
28
$3.98M 1.09%
39,169
+3,250
29
$3.79M 1.03%
87,503
+64,291
30
$3.73M 1.02%
71,668
+37,034
31
$3.72M 1.02%
151,323
-1,224
32
$3.54M 0.97%
59,865
-3,755
33
$3.54M 0.97%
101,895
-133,605
34
$3.48M 0.95%
98,500
+5,994
35
$3.33M 0.91%
34,102
+3,106
36
$3.32M 0.91%
113,791
+104,002
37
$3.28M 0.9%
+30,360
38
$3.23M 0.88%
80,567
+3,896
39
$3.2M 0.87%
49,657
-1,288
40
$3.08M 0.84%
154,948
-21,800
41
$3.03M 0.83%
103,618
+53,292
42
$2.96M 0.81%
51,618
-491
43
$2.88M 0.79%
61,403
+14,772
44
$2.78M 0.76%
40,891
+556
45
$2.71M 0.74%
65,318
-3,126
46
$2.68M 0.73%
47,168
-47,339
47
$2.62M 0.72%
46,705
-60,344
48
$2.49M 0.68%
34,774
+4,358
49
$2.4M 0.65%
22,020
-32,474
50
$2.28M 0.62%
20,993
-7,135
1
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