UAS
United Asset Strategies Portfolio holdings
AUM
$1.17B
1-Year Return
21.79%
This Quarter Return
+3.97%
1 Year Return
+21.79%
3 Year Return
+89.36%
5 Year Return
+150.05%
10 Year Return
+294.09%
AUM
$234M
AUM Growth
+$10.9M
(+4.9%)
Cap. Flow
+$5.43M
Cap. Flow
% of AUM
2.32%
Top 10 Holdings %
Top 10 Hldgs %
28.6%
Holding
150
New
20
Increased
49
Reduced
48
Closed
22
Top Buys
| 1 |
DATA
Tableau Software, Inc.
DATA
|
$4.7M |
| 2 |
Melco Resorts & Entertainment
MLCO
|
$4.43M |
| 3 |
Cognizant
CTSH
|
$4.35M |
| 4 |
SPDR S&P Retail ETF
XRT
|
$3.95M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$3.71M |
Top Sells
| 1 |
MetLife
MET
|
$4.72M |
| 2 |
eBay
EBAY
|
$4.23M |
| 3 |
Sanofi
SNY
|
$3.92M |
| 4 |
Hain Celestial
HAIN
|
$3.89M |
| 5 |
MNDT
Mandiant, Inc. Common Stock
MNDT
|
$3.86M |
Sector Composition
| 1 | Healthcare | 9.21% |
| 2 | Technology | 9.06% |
| 3 | Industrials | 7.47% |
| 4 | Consumer Discretionary | 7.04% |
| 5 | Financials | 6.7% |
