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
$328M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$4.33M
3
+$4.05M
4
CTSH icon
Cognizant
CTSH
+$3.78M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.49M

Top Sells

1
+$4.89M
2
+$4.89M
3
+$4.73M
4
INVN
Invensense Inc
INVN
+$4.71M
5
CL icon
Colgate-Palmolive
CL
+$4.41M

Sector Composition

1 Technology 7.99%
2 Industrials 7.73%
3 Healthcare 7.21%
4 Financials 6.55%
5 Energy 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.6%
58,357
+262
52
$1.91M 0.58%
37,179
-2,970
53
$1.84M 0.56%
20,432
+341
54
$1.77M 0.54%
13,484
+29
55
$1.64M 0.5%
+27,463
56
$1.59M 0.48%
36,407
-4,797
57
$1.58M 0.48%
19,333
+1,010
58
$1.58M 0.48%
58,545
+1,349
59
$1.52M 0.46%
95,276
+44
60
$1.51M 0.46%
5,649
+24
61
$1.48M 0.45%
13,764
+12
62
$1.46M 0.45%
31,969
-26,787
63
$1.35M 0.41%
9,533
-339
64
$1.28M 0.39%
40,643
-11,043
65
$1.28M 0.39%
35,595
+1,924
66
$1.26M 0.38%
41,398
-13,329
67
$1.25M 0.38%
7,514
-13,119
68
$1.23M 0.37%
8,808
+2,518
69
$1.2M 0.37%
38,319
-854
70
$1.16M 0.35%
19,641
-105
71
$1.14M 0.35%
+37,068
72
$1.11M 0.34%
8,314
+743
73
$1.1M 0.34%
22,604
+411
74
$1.09M 0.33%
27,633
-1,804
75
$1.06M 0.32%
7,972
+81
1 2
3
4 5