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
$435M
AUM Growth
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$5.34M
3
+$4.86M
4
PK icon
Park Hotels & Resorts
PK
+$4.74M
5
HD icon
Home Depot
HD
+$4.67M

Top Sells

1
+$5.6M
2
+$5.12M
3
+$4.73M
4
MOS icon
The Mosaic Company
MOS
+$3.26M
5
CYBR icon
CyberArk
CYBR
+$2.87M

Sector Composition

1 Technology 11.58%
2 Financials 8.56%
3 Industrials 8.03%
4 Communication Services 7.42%
5 Healthcare 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$577K 0.13%
+4,405
127
$567K 0.13%
+11,497
128
$566K 0.13%
7,944
-900
129
$562K 0.13%
+7,493
130
$547K 0.13%
10,882
+1,901
131
$545K 0.13%
6,060
-9
132
$542K 0.12%
18,690
+611
133
$541K 0.12%
6,180
+35
134
$520K 0.12%
+1,893
135
$512K 0.12%
2,950
+325
136
$489K 0.11%
2,976
+103
137
$486K 0.11%
2,421
-145
138
$466K 0.11%
29,038
+3,174
139
$464K 0.11%
10,903
-220
140
$463K 0.11%
1,261
+4
141
$459K 0.11%
8,674
-267
142
$458K 0.11%
18,599
+675
143
$450K 0.1%
5,627
+419
144
$435K 0.1%
7,981
+396
145
$426K 0.1%
10,157
+652
146
$421K 0.1%
21,720
-300
147
$399K 0.09%
5,087
-39
148
$395K 0.09%
7,850
-120
149
$380K 0.09%
14,454
150
$353K 0.08%
6,038
-31,502
4 5
6
7 8