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
$435M
AUM Growth
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$5.34M
3
+$4.86M
4
PK icon
Park Hotels & Resorts
PK
+$4.74M
5
HD icon
Home Depot
HD
+$4.67M

Top Sells

1
+$5.6M
2
+$5.12M
3
+$4.73M
4
MOS icon
The Mosaic Company
MOS
+$3.26M
5
CYBR icon
CyberArk
CYBR
+$2.87M

Sector Composition

1 Technology 11.58%
2 Financials 8.56%
3 Industrials 8.03%
4 Communication Services 7.42%
5 Healthcare 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$884K 0.2%
44,037
-16,273
102
$869K 0.2%
15,261
103
$837K 0.19%
8,813
-835
104
$821K 0.19%
6,301
+39
105
$817K 0.19%
3,090
+5
106
$799K 0.18%
16,242
-21,390
107
$781K 0.18%
5,225
+40
108
$759K 0.17%
8,656
-64
109
$758K 0.17%
4,059
+25
110
$750K 0.17%
4,768
+61
111
$749K 0.17%
5,379
-393
112
$727K 0.17%
16,183
+4,080
113
$718K 0.17%
13,280
-620
114
$714K 0.16%
14,187
+2,182
115
$694K 0.16%
10,147
+847
116
$692K 0.16%
18,960
+2,289
117
$687K 0.16%
12,989
-8
118
$647K 0.15%
15,523
-2,883
119
$643K 0.15%
18,397
+98
120
$642K 0.15%
18,665
-345
121
$637K 0.15%
5,740
+15
122
$636K 0.15%
13,606
-502
123
$611K 0.14%
4,110
124
$582K 0.13%
21,833
+82
125
$581K 0.13%
22,956
+958
3 4
5
6 7