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
$426M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.12M
3
+$4.67M
4
TAP icon
Molson Coors Class B
TAP
+$3.01M
5
CYBR icon
CyberArk
CYBR
+$2.87M

Top Sells

1
+$10.8M
2
+$6.71M
3
+$6.01M
4
D icon
Dominion Energy
D
+$4.29M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$3.54M

Sector Composition

1 Technology 10.04%
2 Industrials 8.42%
3 Financials 7.68%
4 Communication Services 7.14%
5 Healthcare 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.1M 1.2%
18,045
-2,274
27
$5.07M 1.19%
81,440
+9,772
28
$4.96M 1.16%
26,085
+407
29
$4.73M 1.11%
82,971
+35,803
30
$4.47M 1.05%
67,656
+16,038
31
$4.45M 1.05%
71,558
+25,285
32
$4.43M 1.04%
95,216
+7,713
33
$4.42M 1.04%
64,610
+4,745
34
$4.33M 1.02%
34,273
-21,966
35
$4.08M 0.96%
81,646
+1,079
36
$3.98M 0.94%
103,690
+5,190
37
$3.84M 0.9%
160,810
+5,862
38
$3.81M 0.9%
37,624
+3,522
39
$3.78M 0.89%
93,895
+28,577
40
$3.58M 0.84%
61,479
+24,744
41
$3.57M 0.84%
54,957
-15,621
42
$3.56M 0.84%
66,242
+4,839
43
$3.47M 0.82%
28,163
+6,143
44
$3.26M 0.77%
119,391
+15,773
45
$3.24M 0.76%
43,583
-6,074
46
$3.21M 0.76%
35,320
+546
47
$3.17M 0.74%
41,771
+880
48
$2.87M 0.68%
+24,134
49
$2.87M 0.67%
21,837
+844
50
$2.83M 0.66%
25,091
+8,343
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