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
$457M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$5.46M
3
+$4.55M
4
ILMN icon
Illumina
ILMN
+$4.05M
5
BXP icon
Boston Properties
BXP
+$3.62M

Top Sells

1
+$5.46M
2
+$5.42M
3
+$5.34M
4
GILD icon
Gilead Sciences
GILD
+$3.62M
5
TAP icon
Molson Coors Class B
TAP
+$2.63M

Sector Composition

1 Technology 11.64%
2 Industrials 8.05%
3 Financials 7.76%
4 Communication Services 7.69%
5 Healthcare 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.15M 0.69%
25,317
+5,595
52
$3.03M 0.66%
45,358
+2,470
53
$3.02M 0.66%
37,684
+452
54
$2.82M 0.62%
47,649
+2,249
55
$2.8M 0.61%
43,296
+7,676
56
$2.65M 0.58%
30,876
+2,894
57
$2.63M 0.58%
22,010
+1,509
58
$2.51M 0.55%
46,969
+10,599
59
$2.36M 0.52%
11,400
+383
60
$2.33M 0.51%
49,246
+3,728
61
$2.17M 0.48%
87,002
-84,798
62
$2.13M 0.47%
+70,755
63
$2.13M 0.47%
43,139
+1,949
64
$2.12M 0.46%
62,301
-45,593
65
$2.11M 0.46%
9,815
+241
66
$2.09M 0.46%
15,266
+816
67
$2.07M 0.45%
38,002
+1,879
68
$2.04M 0.45%
30,195
+3,176
69
$2.01M 0.44%
5,150
+31
70
$1.99M 0.44%
70,653
-9,640
71
$1.97M 0.43%
13,782
-3,921
72
$1.85M 0.41%
40,578
+2,354
73
$1.82M 0.4%
40,387
+2,607
74
$1.68M 0.37%
22,854
+1,117
75
$1.67M 0.37%
15,996
+672
1 2
3
4 5