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
$426M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.12M
3
+$4.67M
4
TAP icon
Molson Coors Class B
TAP
+$3.01M
5
CYBR icon
CyberArk
CYBR
+$2.87M

Top Sells

1
+$10.8M
2
+$6.71M
3
+$6.01M
4
D icon
Dominion Energy
D
+$4.29M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$3.54M

Sector Composition

1 Technology 10.04%
2 Industrials 8.42%
3 Financials 7.68%
4 Communication Services 7.14%
5 Healthcare 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.53M 0.36%
13,730
+3,660
77
$1.53M 0.36%
26,391
-270
78
$1.52M 0.36%
43,053
+22,816
79
$1.48M 0.35%
4,943
+62
80
$1.39M 0.33%
51,707
+19,738
81
$1.39M 0.33%
31,407
+16,678
82
$1.37M 0.32%
+34,323
83
$1.35M 0.32%
19,719
+3,301
84
$1.32M 0.31%
60,310
+33
85
$1.3M 0.31%
12,103
+3,441
86
$1.23M 0.29%
17,600
+272
87
$1.2M 0.28%
20,107
-4,834
88
$1.2M 0.28%
39,188
+10,225
89
$1.19M 0.28%
5,902
-275
90
$1.18M 0.28%
3,095
+196
91
$1.18M 0.28%
+22,765
92
$1.17M 0.27%
6,987
-88
93
$1.17M 0.27%
14,523
-1,029
94
$1.16M 0.27%
31,368
+5,761
95
$1.14M 0.27%
19,803
-10,178
96
$1.12M 0.26%
38,394
+28,687
97
$1.11M 0.26%
7,056
+195
98
$1.07M 0.25%
9,553
-80
99
$994K 0.23%
7,657
100
$992K 0.23%
12,802
+600
2 3
4
5 6