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
$426M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.12M
3
+$4.67M
4
TAP icon
Molson Coors Class B
TAP
+$3.01M
5
CYBR icon
CyberArk
CYBR
+$2.87M

Top Sells

1
+$10.8M
2
+$6.71M
3
+$6.01M
4
D icon
Dominion Energy
D
+$4.29M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$3.54M

Sector Composition

1 Technology 10.04%
2 Industrials 8.42%
3 Financials 7.68%
4 Communication Services 7.14%
5 Healthcare 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$963K 0.23%
10,638
-70
102
$957K 0.22%
63,715
+3,049
103
$919K 0.22%
4,814
+974
104
$900K 0.21%
21,947
+9,571
105
$882K 0.21%
9,648
-1,026
106
$857K 0.2%
6,656
+1,346
107
$833K 0.2%
9,065
+613
108
$820K 0.19%
15,261
+750
109
$815K 0.19%
13,900
-340
110
$807K 0.19%
5,772
-44
111
$802K 0.19%
6,262
-46,930
112
$796K 0.19%
16,280
+3,233
113
$752K 0.18%
18,406
-9,104
114
$747K 0.18%
3,085
+160
115
$740K 0.17%
8,720
-110
116
$727K 0.17%
2,940
+5
117
$725K 0.17%
+4,034
118
$724K 0.17%
64,278
-58,758
119
$712K 0.17%
4,707
+340
120
$711K 0.17%
+5,185
121
$692K 0.16%
+12,997
122
$685K 0.16%
19,010
-3,395
123
$666K 0.16%
16,671
-1,203
124
$647K 0.15%
12,005
+2,688
125
$625K 0.15%
18,299
+188
3 4
5
6 7