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
$435M
AUM Growth
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$5.34M
3
+$4.86M
4
PK icon
Park Hotels & Resorts
PK
+$4.74M
5
HD icon
Home Depot
HD
+$4.67M

Top Sells

1
+$5.6M
2
+$5.12M
3
+$4.73M
4
MOS icon
The Mosaic Company
MOS
+$3.26M
5
CYBR icon
CyberArk
CYBR
+$2.87M

Sector Composition

1 Technology 11.58%
2 Financials 8.56%
3 Industrials 8.03%
4 Communication Services 7.42%
5 Healthcare 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.46M 1.25%
59,587
+53,067
27
$5.34M 1.23%
+45,190
28
$5.09M 1.17%
65,696
-20,941
29
$5.04M 1.16%
102,618
+7,402
30
$4.95M 1.14%
70,850
-708
31
$4.86M 1.12%
26,381
+296
32
$4.74M 1.09%
+171,800
33
$4.6M 1.06%
107,095
+3,405
34
$4.46M 1.03%
65,185
+575
35
$4.43M 1.02%
107,894
+13,999
36
$4.4M 1.01%
+40,388
37
$4.38M 1.01%
81,190
-456
38
$4.23M 0.97%
37,840
+216
39
$4.21M 0.97%
+32,615
40
$3.88M 0.89%
162,265
+1,455
41
$3.81M 0.87%
30,581
+2,418
42
$3.62M 0.83%
53,527
-1,430
43
$3.6M 0.83%
42,919
-664
44
$3.43M 0.79%
71,743
+5,501
45
$3.41M 0.78%
25,382
+4,841
46
$3.32M 0.76%
22,349
+512
47
$3.3M 0.76%
37,232
+1,912
48
$3.22M 0.74%
27,608
+2,517
49
$3.13M 0.72%
41,318
-453
50
$2.93M 0.67%
115,850
+15,161
1
2
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