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
$686M
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$8.01M
3
+$7.96M
4
IDXX icon
Idexx Laboratories
IDXX
+$4.72M
5
AMZN icon
Amazon
AMZN
+$3.98M

Top Sells

1
+$9.07M
2
+$7.79M
3
+$6.34M
4
MCK icon
McKesson
MCK
+$4.63M
5
SYF icon
Synchrony
SYF
+$2.87M

Sector Composition

1 Technology 18.45%
2 Healthcare 11.12%
3 Financials 8.67%
4 Consumer Discretionary 7.33%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.23M 0.62%
80,675
+3,844
52
$4.14M 0.6%
30,397
+940
53
$3.97M 0.58%
42,061
-12,412
54
$3.8M 0.55%
+105,953
55
$3.72M 0.54%
134,710
-103,794
56
$3.56M 0.52%
+212,575
57
$3.56M 0.52%
27,728
-4,435
58
$3.38M 0.49%
11,774
+195
59
$3.24M 0.47%
45,488
+41
60
$2.9M 0.42%
57,170
-7,308
61
$2.81M 0.41%
30,787
-1,082
62
$2.77M 0.4%
51,117
+1,508
63
$2.74M 0.4%
16,451
-12,798
64
$2.65M 0.39%
37,048
+3,166
65
$2.63M 0.38%
30,112
-1,626
66
$2.62M 0.38%
14,336
+16
67
$2.6M 0.38%
26,335
+2,846
68
$2.43M 0.35%
55,974
+1,979
69
$2.41M 0.35%
16,791
-4,548
70
$2.3M 0.33%
22,447
+67
71
$2.29M 0.33%
16,687
-222
72
$2.28M 0.33%
34,563
+1,399
73
$2.27M 0.33%
20,800
-1,760
74
$2.26M 0.33%
14,759
+138
75
$2.21M 0.32%
5,129
+1,314
1 2
3
4 5