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
$686M
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$8.01M
3
+$7.96M
4
IDXX icon
Idexx Laboratories
IDXX
+$4.72M
5
AMZN icon
Amazon
AMZN
+$3.98M

Top Sells

1
+$9.07M
2
+$7.79M
3
+$6.34M
4
MCK icon
McKesson
MCK
+$4.63M
5
SYF icon
Synchrony
SYF
+$2.87M

Sector Composition

1 Technology 18.45%
2 Healthcare 11.12%
3 Financials 8.67%
4 Consumer Discretionary 7.33%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.19M 1.34%
60,065
-466
27
$9.02M 1.31%
100,512
+2,013
28
$8.83M 1.29%
65,604
-930
29
$8.71M 1.27%
56,662
-231
30
$8.48M 1.24%
111,069
+143
31
$8.41M 1.23%
34,260
-574
32
$8.28M 1.21%
546,490
+528,400
33
$8.07M 1.18%
182,052
-18,806
34
$8.06M 1.18%
20,430
-184
35
$7.98M 1.16%
185,964
-352
36
$7.96M 1.16%
+170,867
37
$7.83M 1.14%
178,327
-5,902
38
$7.16M 1.04%
227,565
-49,339
39
$6.89M 1%
70,733
+550
40
$6.88M 1%
21,100
-14,201
41
$6.07M 0.88%
44,172
+1,685
42
$5.55M 0.81%
87,874
-201
43
$5.54M 0.81%
60,502
-6,647
44
$5.48M 0.8%
72,944
+1,790
45
$4.72M 0.69%
+13,467
46
$4.59M 0.67%
18,603
+186
47
$4.55M 0.66%
145,848
-1,847
48
$4.51M 0.66%
11,965
-652
49
$4.46M 0.65%
46,353
+281
50
$4.39M 0.64%
59,588
-143
1
2
3 4 5