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
$686M
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$8.01M
3
+$7.96M
4
IDXX icon
Idexx Laboratories
IDXX
+$4.72M
5
AMZN icon
Amazon
AMZN
+$3.98M

Top Sells

1
+$9.07M
2
+$7.79M
3
+$6.34M
4
MCK icon
McKesson
MCK
+$4.63M
5
SYF icon
Synchrony
SYF
+$2.87M

Sector Composition

1 Technology 18.45%
2 Healthcare 11.12%
3 Financials 8.67%
4 Consumer Discretionary 7.33%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.99M 0.29%
+39,584
77
$1.86M 0.27%
8,292
+9
78
$1.82M 0.27%
+27,213
79
$1.76M 0.26%
28,523
+970
80
$1.76M 0.26%
34,243
+1,118
81
$1.72M 0.25%
27,411
+1,056
82
$1.68M 0.24%
42,759
+1,411
83
$1.66M 0.24%
15,758
+332
84
$1.65M 0.24%
16,228
-14
85
$1.59M 0.23%
57,308
-2,709
86
$1.58M 0.23%
13,863
+722
87
$1.57M 0.23%
33,170
+1,593
88
$1.51M 0.22%
8,466
+186
89
$1.51M 0.22%
74,651
-71,804
90
$1.5M 0.22%
30,466
-9,954
91
$1.44M 0.21%
17,424
-2,007
92
$1.44M 0.21%
20,613
+9,373
93
$1.43M 0.21%
20,382
-1,620
94
$1.42M 0.21%
5,202
-38
95
$1.42M 0.21%
33,238
+1,843
96
$1.39M 0.2%
57,449
-13,828
97
$1.33M 0.19%
4,393
-118
98
$1.31M 0.19%
8,720
-37
99
$1.3M 0.19%
23,042
-313
100
$1.3M 0.19%
9,166
-1,046
2 3
4
5 6