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
$636M
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.15M
4
SYF icon
Synchrony
SYF
+$7.92M
5
CI icon
Cigna
CI
+$7.59M

Top Sells

1
+$8.96M
2
+$7.87M
3
+$7.57M
4
DIS icon
Walt Disney
DIS
+$6.35M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$6.33M

Sector Composition

1 Technology 16.45%
2 Healthcare 9.75%
3 Communication Services 9.24%
4 Financials 7.49%
5 Consumer Staples 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.04M 0.16%
6,531
+311
102
$1.02M 0.16%
+19,623
103
$989K 0.16%
7,948
+1,326
104
$963K 0.15%
11,151
+6,209
105
$951K 0.15%
9,109
+4,087
106
$942K 0.15%
26,313
+11,100
107
$932K 0.15%
5,306
-509
108
$930K 0.15%
14,379
+150
109
$922K 0.14%
21,872
-2,386
110
$918K 0.14%
3,007
+213
111
$861K 0.14%
6,308
+340
112
$852K 0.13%
25,424
+14,650
113
$815K 0.13%
+4,901
114
$805K 0.13%
+7,811
115
$804K 0.13%
5,148
-80
116
$790K 0.12%
3,804
+404
117
$789K 0.12%
3,048
+268
118
$782K 0.12%
+2,182
119
$782K 0.12%
+45,142
120
$754K 0.12%
4,789
-521
121
$754K 0.12%
4,932
+364
122
$740K 0.12%
20,414
+29
123
$733K 0.12%
+10,497
124
$729K 0.11%
21,578
+420
125
$720K 0.11%
5,341
-150
3 4
5
6 7