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
$366M
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.07M
3
+$8.5M
4
GLD icon
SPDR Gold Trust
GLD
+$6.88M
5
CCJ icon
Cameco
CCJ
+$5.46M

Top Sells

1
+$7.36M
2
+$6.48M
3
+$4.64M
4
ATVI
Activision Blizzard
ATVI
+$4.16M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$4.13M

Sector Composition

1 Technology 8.3%
2 Industrials 7.5%
3 Financials 7.27%
4 Healthcare 6.94%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$768K 0.21%
10,708
-425
102
$759K 0.21%
25,607
+4,860
103
$750K 0.2%
5,816
-118
104
$737K 0.2%
14,240
-260
105
$731K 0.2%
2,935
+54
106
$713K 0.19%
5,310
+955
107
$702K 0.19%
17,874
-601
108
$698K 0.19%
22,405
+9,953
109
$689K 0.19%
8,452
-777
110
$675K 0.18%
8,830
+303
111
$675K 0.18%
20,237
-15,357
112
$655K 0.18%
+14,511
113
$615K 0.17%
+3,840
114
$598K 0.16%
18,111
-8,392
115
$596K 0.16%
+2,925
116
$590K 0.16%
13,047
+2,279
117
$585K 0.16%
9,987
-1,492
118
$579K 0.16%
13,305
+603
119
$577K 0.16%
4,208
+318
120
$576K 0.16%
14,729
-3,793
121
$572K 0.16%
4,367
+521
122
$553K 0.15%
22,444
-212
123
$545K 0.15%
7,988
+582
124
$539K 0.15%
+4,110
125
$528K 0.14%
+37,450
3 4
5
6 7