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
$328M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$4.33M
3
+$4.05M
4
CTSH icon
Cognizant
CTSH
+$3.78M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.49M

Top Sells

1
+$4.89M
2
+$4.89M
3
+$4.73M
4
INVN
Invensense Inc
INVN
+$4.71M
5
CL icon
Colgate-Palmolive
CL
+$4.41M

Sector Composition

1 Technology 7.99%
2 Industrials 7.73%
3 Healthcare 7.21%
4 Financials 6.55%
5 Energy 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$435K 0.13%
3,887
102
$390K 0.12%
8,164
+708
103
$378K 0.12%
40,350
+13,104
104
$373K 0.11%
4,198
+1,577
105
$362K 0.11%
15,075
106
$354K 0.11%
22,419
+7,497
107
$353K 0.11%
22,428
+7,632
108
$348K 0.11%
5,735
-1,096
109
$339K 0.1%
8,028
-3,775
110
$316K 0.1%
2,797
-100
111
$310K 0.09%
9,122
-295
112
$309K 0.09%
+5,159
113
$297K 0.09%
10,285
114
$284K 0.09%
7,156
-5,067
115
$281K 0.09%
6,210
116
$280K 0.09%
+11,902
117
$278K 0.08%
22,649
-2,606
118
$265K 0.08%
5,415
-60
119
$257K 0.08%
2,861
-1,158
120
$254K 0.08%
1,066
121
$253K 0.08%
8,000
122
$253K 0.08%
1,842
-3,824
123
$253K 0.08%
3,264
-18
124
$250K 0.08%
2,437
-240
125
$247K 0.08%
30,540
-21,776
3 4
5
6 7