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
$426M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.12M
3
+$4.67M
4
TAP icon
Molson Coors Class B
TAP
+$3.01M
5
CYBR icon
CyberArk
CYBR
+$2.87M

Top Sells

1
+$10.8M
2
+$6.71M
3
+$6.01M
4
D icon
Dominion Energy
D
+$4.29M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$3.54M

Sector Composition

1 Technology 10.04%
2 Industrials 8.42%
3 Financials 7.68%
4 Communication Services 7.14%
5 Healthcare 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$600K 0.14%
8,844
+1,140
127
$597K 0.14%
6,520
-117,627
128
$597K 0.14%
4,110
129
$593K 0.14%
9,300
-687
130
$592K 0.14%
+32,052
131
$583K 0.14%
1,937
+120
132
$581K 0.14%
21,751
+555
133
$577K 0.14%
14,108
+803
134
$576K 0.14%
+9,505
135
$552K 0.13%
+5,725
136
$552K 0.13%
21,998
+9,958
137
$549K 0.13%
6,069
+481
138
$541K 0.13%
20,311
+1,336
139
$525K 0.12%
17,924
+1,234
140
$521K 0.12%
2,873
+376
141
$505K 0.12%
2,566
+45
142
$499K 0.12%
18,079
-4,365
143
$490K 0.12%
6,145
+405
144
$476K 0.11%
8,941
-67
145
$473K 0.11%
11,123
-2,668
146
$468K 0.11%
12,910
+4,628
147
$466K 0.11%
8,590
+1,225
148
$453K 0.11%
5,126
149
$452K 0.11%
+8,981
150
$448K 0.11%
1,257
+200
4 5
6
7 8