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
$366M
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.07M
3
+$8.5M
4
GLD icon
SPDR Gold Trust
GLD
+$6.88M
5
CCJ icon
Cameco
CCJ
+$5.46M

Top Sells

1
+$7.36M
2
+$6.48M
3
+$4.64M
4
ATVI
Activision Blizzard
ATVI
+$4.16M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$4.13M

Sector Composition

1 Technology 8.3%
2 Industrials 7.5%
3 Financials 7.27%
4 Healthcare 6.94%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$525K 0.14%
+13,791
127
$513K 0.14%
1,817
+200
128
$512K 0.14%
20,829
+3,922
129
$499K 0.14%
9,317
+1,744
130
$496K 0.14%
21,196
-532
131
$488K 0.13%
+18,975
132
$481K 0.13%
+5,740
133
$476K 0.13%
4,116
-9,085
134
$473K 0.13%
12,376
-6,643
135
$467K 0.13%
5,588
+576
136
$453K 0.12%
+6,908
137
$438K 0.12%
7,704
+382
138
$431K 0.12%
+8,549
139
$423K 0.12%
2,521
+140
140
$415K 0.11%
9,008
+2,712
141
$403K 0.11%
2,497
+40
142
$397K 0.11%
7,970
143
$390K 0.11%
+16,690
144
$387K 0.11%
5,310
+248
145
$379K 0.1%
7,365
+20
146
$359K 0.1%
2,720
-41
147
$342K 0.09%
5,126
-125
148
$333K 0.09%
11,500
149
$325K 0.09%
1,400
150
$307K 0.08%
1,927
4 5
6
7 8