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
$636M
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.15M
4
SYF icon
Synchrony
SYF
+$7.92M
5
CI icon
Cigna
CI
+$7.59M

Top Sells

1
+$8.96M
2
+$7.87M
3
+$7.57M
4
DIS icon
Walt Disney
DIS
+$6.35M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$6.33M

Sector Composition

1 Technology 16.45%
2 Healthcare 9.75%
3 Communication Services 9.24%
4 Financials 7.49%
5 Consumer Staples 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.7M 0.27%
34,109
-151,906
77
$1.61M 0.25%
10,741
+62
78
$1.56M 0.24%
21,772
+415
79
$1.53M 0.24%
5,328
+3,375
80
$1.52M 0.24%
12,650
+5,313
81
$1.51M 0.24%
37,320
+24,748
82
$1.5M 0.24%
25,545
+33
83
$1.46M 0.23%
4,659
+385
84
$1.43M 0.22%
16,300
-1,680
85
$1.41M 0.22%
30,044
+448
86
$1.37M 0.22%
14,680
+707
87
$1.36M 0.21%
8,928
+1,335
88
$1.33M 0.21%
+11,238
89
$1.27M 0.2%
5,500
-152
90
$1.27M 0.2%
+4,832
91
$1.23M 0.19%
8,744
+1,056
92
$1.2M 0.19%
77,842
-3,710
93
$1.19M 0.19%
5,892
+276
94
$1.17M 0.18%
+58,319
95
$1.16M 0.18%
9,604
-1,710
96
$1.15M 0.18%
7,324
+160
97
$1.14M 0.18%
16,821
-1,675
98
$1.14M 0.18%
18,428
-3,579
99
$1.13M 0.18%
5,312
+57
100
$1.07M 0.17%
4,992
+24
2 3
4
5 6