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
$686M
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$8.01M
3
+$7.96M
4
IDXX icon
Idexx Laboratories
IDXX
+$4.72M
5
AMZN icon
Amazon
AMZN
+$3.98M

Top Sells

1
+$9.07M
2
+$7.79M
3
+$6.34M
4
MCK icon
McKesson
MCK
+$4.63M
5
SYF icon
Synchrony
SYF
+$2.87M

Sector Composition

1 Technology 18.45%
2 Healthcare 11.12%
3 Financials 8.67%
4 Consumer Discretionary 7.33%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.28M 0.19%
34,159
+1,979
102
$1.26M 0.18%
17,486
+1,377
103
$1.25M 0.18%
31,619
+15,785
104
$1.25M 0.18%
3,915
+2
105
$1.21M 0.18%
4,309
+11
106
$1.19M 0.17%
10,483
+7,371
107
$1.18M 0.17%
+4,241
108
$1.18M 0.17%
6,984
-367
109
$1.18M 0.17%
+5,605
110
$1.17M 0.17%
+3,021
111
$1.17M 0.17%
+25,647
112
$1.17M 0.17%
24,076
+504
113
$1.16M 0.17%
6,739
+217
114
$1.14M 0.17%
13,317
+4,978
115
$1.12M 0.16%
2,382
+63
116
$1.1M 0.16%
4,557
+2,246
117
$1.08M 0.16%
7,775
+669
118
$1.07M 0.16%
15,933
+385
119
$1.06M 0.15%
7,788
+171
120
$1.05M 0.15%
+35,860
121
$1.04M 0.15%
17,947
+535
122
$1.03M 0.15%
10,165
-1,086
123
$1.02M 0.15%
26,475
+1,728
124
$1.01M 0.15%
12,614
+568
125
$1.01M 0.15%
22,743
+659
3 4
5
6 7