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
$435M
AUM Growth
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$5.34M
3
+$4.86M
4
PK icon
Park Hotels & Resorts
PK
+$4.74M
5
HD icon
Home Depot
HD
+$4.67M

Top Sells

1
+$5.6M
2
+$5.12M
3
+$4.73M
4
MOS icon
The Mosaic Company
MOS
+$3.26M
5
CYBR icon
CyberArk
CYBR
+$2.87M

Sector Composition

1 Technology 11.58%
2 Financials 8.56%
3 Industrials 8.03%
4 Communication Services 7.42%
5 Healthcare 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.89M 0.66%
45,400
-22,256
52
$2.87M 0.66%
21,738
+1,760
53
$2.86M 0.66%
42,888
+3,822
54
$2.63M 0.61%
47,011
-50,197
55
$2.57M 0.59%
28,290
+8,907
56
$2.47M 0.57%
20,501
+2,202
57
$2.4M 0.55%
69,327
+13,884
58
$2.35M 0.54%
17,703
-16,570
59
$2.29M 0.53%
27,982
+2,299
60
$2.25M 0.52%
41,190
+264
61
$2.25M 0.52%
11,017
+481
62
$2.19M 0.5%
45,518
+29,238
63
$2.17M 0.5%
80,293
-2,197
64
$2.16M 0.5%
19,722
-1,675
65
$2.12M 0.49%
35,620
-25,859
66
$1.99M 0.46%
9,574
+487
67
$1.9M 0.44%
14,450
+160
68
$1.88M 0.43%
38,224
+4,239
69
$1.86M 0.43%
5,119
+176
70
$1.84M 0.42%
36,123
+2,167
71
$1.82M 0.42%
36,370
+3,343
72
$1.75M 0.4%
27,019
+628
73
$1.7M 0.39%
84,589
+8,557
74
$1.63M 0.37%
15,324
-6,739
75
$1.62M 0.37%
21,167
+647
1 2
3
4 5