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
$457M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$5.46M
3
+$4.55M
4
ILMN icon
Illumina
ILMN
+$4.05M
5
BXP icon
Boston Properties
BXP
+$3.62M

Top Sells

1
+$5.46M
2
+$5.42M
3
+$5.34M
4
GILD icon
Gilead Sciences
GILD
+$3.62M
5
TAP icon
Molson Coors Class B
TAP
+$2.63M

Sector Composition

1 Technology 11.64%
2 Industrials 8.05%
3 Financials 7.76%
4 Communication Services 7.69%
5 Healthcare 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$613K 0.13%
4,736
-643
127
$599K 0.13%
+2,404
128
$590K 0.13%
14,420
-5,329
129
$585K 0.13%
18,420
-245
130
$561K 0.12%
7,934
-10
131
$561K 0.12%
19,216
+526
132
$559K 0.12%
22,110
-846
133
$553K 0.12%
6,260
+80
134
$522K 0.11%
8,278
+297
135
$492K 0.11%
30,888
+1,850
136
$491K 0.11%
1,933
+40
137
$474K 0.1%
3,256
+280
138
$473K 0.1%
2,456
+35
139
$457K 0.1%
10,594
+437
140
$439K 0.1%
4,480
-7,017
141
$431K 0.09%
10,716
-187
142
$427K 0.09%
21,665
-55
143
$413K 0.09%
5,433
+346
144
$401K 0.09%
7,972
-702
145
$395K 0.09%
7,850
146
$356K 0.08%
2,101
+569
147
$338K 0.07%
9,974
-28,587
148
$336K 0.07%
9,737
+372
149
$327K 0.07%
+8,318
150
$318K 0.07%
1,965
+100
4 5
6
7 8