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
$636M
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.15M
4
SYF icon
Synchrony
SYF
+$7.92M
5
CI icon
Cigna
CI
+$7.59M

Top Sells

1
+$8.96M
2
+$7.87M
3
+$7.57M
4
DIS icon
Walt Disney
DIS
+$6.35M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$6.33M

Sector Composition

1 Technology 16.45%
2 Healthcare 9.75%
3 Communication Services 9.24%
4 Financials 7.49%
5 Consumer Staples 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.91M 0.61%
10,459
+292
52
$3.84M 0.6%
29,147
+11,430
53
$3.69M 0.58%
169,721
+4,891
54
$3.65M 0.57%
16,845
+767
55
$3.59M 0.56%
49,544
-1,430
56
$3.49M 0.55%
55,599
+8,540
57
$3.46M 0.54%
16,102
+554
58
$3.38M 0.53%
111,369
+60,894
59
$3.27M 0.51%
62,337
+20,457
60
$3.23M 0.51%
21,811
-876
61
$3.2M 0.5%
22,980
-530
62
$3.03M 0.48%
135,849
+49,483
63
$2.91M 0.46%
62,517
-411
64
$2.68M 0.42%
24,972
-33
65
$2.58M 0.41%
16,381
+1,549
66
$2.52M 0.4%
13,902
-35,034
67
$2.27M 0.36%
13,500
+48
68
$2.16M 0.34%
35,203
-220
69
$2.14M 0.34%
45,262
+3,837
70
$1.96M 0.31%
43,885
-676
71
$1.9M 0.3%
28,143
+2,304
72
$1.86M 0.29%
7,914
-186
73
$1.79M 0.28%
5,036
-26
74
$1.78M 0.28%
74,559
+3,439
75
$1.72M 0.27%
37,418
+807
1 2
3
4 5