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
$435M
AUM Growth
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$5.34M
3
+$4.86M
4
PK icon
Park Hotels & Resorts
PK
+$4.74M
5
HD icon
Home Depot
HD
+$4.67M

Top Sells

1
+$5.6M
2
+$5.12M
3
+$4.73M
4
MOS icon
The Mosaic Company
MOS
+$3.26M
5
CYBR icon
CyberArk
CYBR
+$2.87M

Sector Composition

1 Technology 11.58%
2 Financials 8.56%
3 Industrials 8.03%
4 Communication Services 7.42%
5 Healthcare 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.6M 0.37%
37,780
+3,457
77
$1.56M 0.36%
21,737
+2,018
78
$1.46M 0.34%
7,582
+595
79
$1.44M 0.33%
34,960
+3,592
80
$1.42M 0.33%
13,747
+17
81
$1.33M 0.31%
19,340
+1,740
82
$1.31M 0.3%
38,561
-11,505
83
$1.28M 0.29%
41,682
+2,494
84
$1.28M 0.29%
5,997
+95
85
$1.24M 0.29%
22,256
+2,149
86
$1.24M 0.29%
24,135
+1,370
87
$1.24M 0.28%
105,780
+41,502
88
$1.21M 0.28%
40,869
+2,475
89
$1.2M 0.27%
3,287
+192
90
$1.19M 0.27%
14,460
-63
91
$1.1M 0.25%
10,870
+1,805
92
$1.09M 0.25%
7,496
+840
93
$1.08M 0.25%
71,769
+8,054
94
$1.05M 0.24%
6,466
-590
95
$1.05M 0.24%
12,957
+155
96
$1.03M 0.24%
7,669
+12
97
$1.01M 0.23%
+12,054
98
$962K 0.22%
8,822
-731
99
$935K 0.21%
19,749
-54
100
$919K 0.21%
10,473
-165
2 3
4
5 6