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
$366M
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.07M
3
+$8.5M
4
GLD icon
SPDR Gold Trust
GLD
+$6.88M
5
CCJ icon
Cameco
CCJ
+$5.46M

Top Sells

1
+$7.36M
2
+$6.48M
3
+$4.64M
4
ATVI
Activision Blizzard
ATVI
+$4.16M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$4.13M

Sector Composition

1 Technology 8.3%
2 Industrials 7.5%
3 Financials 7.27%
4 Healthcare 6.94%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.24M 0.61%
46,273
+2,577
52
$2.17M 0.59%
32,527
-628
53
$2.04M 0.56%
+18,500
54
$2M 0.55%
63,690
-56,226
55
$1.99M 0.54%
33,279
+3,710
56
$1.97M 0.54%
91,544
+19,029
57
$1.96M 0.53%
21,270
-963
58
$1.94M 0.53%
36,735
-139,006
59
$1.87M 0.51%
43,192
+1,508
60
$1.85M 0.51%
17,027
+732
61
$1.72M 0.47%
36,079
+27,601
62
$1.69M 0.46%
16,748
+1,422
63
$1.68M 0.46%
10,061
-3,813
64
$1.59M 0.44%
14,830
+2,013
65
$1.56M 0.43%
9,065
+2,792
66
$1.51M 0.41%
34,673
-2,960
67
$1.5M 0.41%
29,585
-48,229
68
$1.48M 0.4%
29,981
-1,502
69
$1.47M 0.4%
+24,941
70
$1.45M 0.4%
8,177
+1,088
71
$1.35M 0.37%
74,962
-13,145
72
$1.32M 0.36%
26,661
+17,232
73
$1.28M 0.35%
4,881
-152
74
$1.26M 0.34%
6,177
+168
75
$1.25M 0.34%
11,354
+1,407
1 2
3
4 5