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
$426M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.12M
3
+$4.67M
4
TAP icon
Molson Coors Class B
TAP
+$3.01M
5
CYBR icon
CyberArk
CYBR
+$2.87M

Top Sells

1
+$10.8M
2
+$6.71M
3
+$6.01M
4
D icon
Dominion Energy
D
+$4.29M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$3.54M

Sector Composition

1 Technology 10.04%
2 Industrials 8.42%
3 Financials 7.68%
4 Communication Services 7.14%
5 Healthcare 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.69M 0.63%
19,978
+2,951
52
$2.67M 0.63%
39,066
+5,787
53
$2.6M 0.61%
32,880
+353
54
$2.44M 0.57%
22,063
-60,691
55
$2.4M 0.57%
20,541
+2,041
56
$2.38M 0.56%
100,689
+9,145
57
$2.23M 0.52%
21,397
+127
58
$2.21M 0.52%
40,926
-2,266
59
$2.19M 0.52%
18,299
+3,469
60
$2.08M 0.49%
37,540
+7,955
61
$2.08M 0.49%
25,683
+9,130
62
$2.04M 0.48%
82,490
-68,833
63
$2.02M 0.48%
10,536
+475
64
$1.84M 0.43%
55,443
-58,348
65
$1.76M 0.41%
37,632
+18,413
66
$1.75M 0.41%
14,290
+2,936
67
$1.73M 0.41%
9,087
+910
68
$1.73M 0.41%
33,027
-3,052
69
$1.7M 0.4%
33,985
-688
70
$1.67M 0.39%
50,066
+41,699
71
$1.66M 0.39%
20,520
+12,532
72
$1.64M 0.39%
8,545
-520
73
$1.59M 0.37%
33,956
+8,260
74
$1.58M 0.37%
19,383
+3,598
75
$1.56M 0.37%
76,032
+1,070
1 2
3
4 5