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
$457M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$5.46M
3
+$4.55M
4
ILMN icon
Illumina
ILMN
+$4.05M
5
BXP icon
Boston Properties
BXP
+$3.62M

Top Sells

1
+$5.46M
2
+$5.42M
3
+$5.34M
4
GILD icon
Gilead Sciences
GILD
+$3.62M
5
TAP icon
Molson Coors Class B
TAP
+$2.63M

Sector Composition

1 Technology 11.64%
2 Industrials 8.05%
3 Financials 7.76%
4 Communication Services 7.69%
5 Healthcare 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.36%
13,760
+13
77
$1.62M 0.36%
36,981
+2,021
78
$1.59M 0.35%
32,215
+15,973
79
$1.59M 0.35%
86,774
+2,185
80
$1.57M 0.34%
22,254
+1,087
81
$1.53M 0.33%
20,741
+1,401
82
$1.48M 0.32%
48,102
+6,420
83
$1.48M 0.32%
24,344
+2,088
84
$1.45M 0.32%
+64,302
85
$1.39M 0.3%
47,168
+6,299
86
$1.32M 0.29%
3,472
+185
87
$1.28M 0.28%
108,630
+2,850
88
$1.26M 0.28%
6,070
+73
89
$1.24M 0.27%
13,179
+1,125
90
$1.21M 0.26%
14,572
+112
91
$1.2M 0.26%
81,867
+10,098
92
$1.12M 0.24%
22,790
-1,345
93
$1.05M 0.23%
7,687
+18
94
$1.05M 0.23%
12,992
+35
95
$1.02M 0.22%
17,611
+11,573
96
$1.02M 0.22%
11,388
+518
97
$968K 0.21%
16,019
+1,832
98
$968K 0.21%
5,881
-585
99
$942K 0.21%
+8,697
100
$895K 0.2%
3,105
+15
2 3
4
5 6