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
$366M
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.07M
3
+$8.5M
4
GLD icon
SPDR Gold Trust
GLD
+$6.88M
5
CCJ icon
Cameco
CCJ
+$5.46M

Top Sells

1
+$7.36M
2
+$6.48M
3
+$4.64M
4
ATVI
Activision Blizzard
ATVI
+$4.16M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$4.13M

Sector Composition

1 Technology 8.3%
2 Industrials 7.5%
3 Financials 7.27%
4 Healthcare 6.94%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.22M 0.33%
123,036
+105,006
77
$1.22M 0.33%
25,696
+583
78
$1.2M 0.33%
60,277
-151
79
$1.19M 0.33%
15,785
+2,161
80
$1.11M 0.3%
16,553
+3,236
81
$1.1M 0.3%
14,818
-31,917
82
$1.02M 0.28%
27,510
+5,030
83
$1.01M 0.28%
15,552
-1,756
84
$982K 0.27%
10,070
-46
85
$977K 0.27%
16,418
+2,942
86
$952K 0.26%
6,861
-514
87
$935K 0.26%
2,899
+190
88
$935K 0.26%
8,662
-1,464
89
$935K 0.26%
17,328
+3,146
90
$929K 0.25%
9,633
+3,362
91
$927K 0.25%
7,075
+9
92
$905K 0.25%
32,401
+5,297
93
$896K 0.24%
10,674
-370
94
$879K 0.24%
7,657
+23
95
$873K 0.24%
28,963
+20,766
96
$843K 0.23%
12,202
+1,352
97
$818K 0.22%
60,666
-3,067
98
$810K 0.22%
31,969
-7,191
99
$793K 0.22%
19,219
+6,178
100
$791K 0.22%
18,212
+160
2 3
4
5 6