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
$651M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.5M
3
+$5.34M
4
EL icon
Estee Lauder
EL
+$5.16M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$4.64M

Top Sells

1
+$9.56M
2
+$7.98M
3
+$7.96M
4
NOW icon
ServiceNow
NOW
+$5.97M
5
ADBE icon
Adobe
ADBE
+$4.22M

Sector Composition

1 Technology 16.25%
2 Healthcare 11.79%
3 Financials 9.17%
4 Consumer Discretionary 7.91%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.33M 1.28%
38,815
-582
27
$8.26M 1.27%
29,939
-3,721
28
$8.19M 1.26%
56,731
+69
29
$7.83M 1.2%
32,664
-1,596
30
$7.75M 1.19%
23,797
+10,330
31
$7.71M 1.19%
54,153
+37,466
32
$7.67M 1.18%
173,189
-5,138
33
$7.63M 1.17%
181,691
-361
34
$7.33M 1.13%
20,384
-46
35
$7.14M 1.1%
89,967
+81,827
36
$7.14M 1.1%
21,017
-83
37
$7.09M 1.09%
148,057
+96,940
38
$6.86M 1.05%
564,970
+18,480
39
$6.34M 0.97%
88,197
+323
40
$6.3M 0.97%
71,346
+613
41
$6.08M 0.93%
73,211
+46,876
42
$5.81M 0.89%
45,227
+1,055
43
$5.16M 0.79%
+23,883
44
$4.72M 0.73%
34,797
-28,924
45
$4.61M 0.71%
16,734
-15,323
46
$4.57M 0.7%
67,228
+7,640
47
$4.52M 0.69%
37,311
+9,583
48
$4.52M 0.69%
11,960
-15,815
49
$4.27M 0.66%
11,944
-21
50
$4.19M 0.64%
59,951
-12,993
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