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
$457M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$5.46M
3
+$4.55M
4
ILMN icon
Illumina
ILMN
+$4.05M
5
BXP icon
Boston Properties
BXP
+$3.62M

Top Sells

1
+$5.46M
2
+$5.42M
3
+$5.34M
4
GILD icon
Gilead Sciences
GILD
+$3.62M
5
TAP icon
Molson Coors Class B
TAP
+$2.63M

Sector Composition

1 Technology 11.64%
2 Industrials 8.05%
3 Financials 7.76%
4 Communication Services 7.69%
5 Healthcare 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.95M 1.3%
98,570
-544
27
$5.91M 1.29%
98,060
+1,898
28
$5.72M 1.25%
140,627
+33,532
29
$5.46M 1.19%
+162,226
30
$5.33M 1.17%
70,491
-359
31
$5.18M 1.13%
107,415
-44,430
32
$5.18M 1.13%
26,762
+381
33
$4.76M 1.04%
26,734
+19,152
34
$4.67M 1.02%
39,661
+1,821
35
$4.58M 1%
82,828
+1,638
36
$4.55M 1%
+1,044,760
37
$4.05M 0.89%
+13,670
38
$4.02M 0.88%
63,770
-1,415
39
$4M 0.88%
44,776
+4,388
40
$3.96M 0.87%
76,804
+5,061
41
$3.96M 0.87%
33,345
+2,764
42
$3.94M 0.86%
168,284
+6,019
43
$3.89M 0.85%
44,010
+1,091
44
$3.55M 0.78%
101,873
+32,546
45
$3.53M 0.77%
25,803
+421
46
$3.52M 0.77%
123,211
+7,361
47
$3.47M 0.76%
29,131
+1,523
48
$3.38M 0.74%
23,449
+1,100
49
$3.26M 0.71%
23,434
+1,696
50
$3.2M 0.7%
43,052
+1,734
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2
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