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
$651M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.5M
3
+$5.34M
4
EL icon
Estee Lauder
EL
+$5.16M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$4.64M

Top Sells

1
+$9.56M
2
+$7.98M
3
+$7.96M
4
NOW icon
ServiceNow
NOW
+$5.97M
5
ADBE icon
Adobe
ADBE
+$4.22M

Sector Composition

1 Technology 16.25%
2 Healthcare 11.79%
3 Financials 9.17%
4 Consumer Discretionary 7.91%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.33M 0.2%
11,200
+8,717
102
$1.26M 0.19%
9,279
+113
103
$1.24M 0.19%
3,084
+63
104
$1.23M 0.19%
7,537
+2,617
105
$1.21M 0.19%
4,528
+219
106
$1.21M 0.19%
3,997
+82
107
$1.19M 0.18%
+5,280
108
$1.19M 0.18%
+8,763
109
$1.18M 0.18%
14,545
-2,879
110
$1.18M 0.18%
23,999
+957
111
$1.18M 0.18%
5,062
+505
112
$1.18M 0.18%
+2,426
113
$1.13M 0.17%
32,447
-73,506
114
$1.13M 0.17%
18,439
+492
115
$1.12M 0.17%
8,013
+225
116
$1.12M 0.17%
7,752
+768
117
$1.09M 0.17%
+9,422
118
$1.09M 0.17%
+11,212
119
$1.07M 0.16%
5,937
+590
120
$1.07M 0.16%
28,880
+2,405
121
$1.05M 0.16%
7,806
+31
122
$1.03M 0.16%
23,934
+2,787
123
$1.02M 0.16%
36,771
+911
124
$1.01M 0.16%
9,664
-819
125
$994K 0.15%
+605
3 4
5
6 7