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
$328M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1 +$6.62M
2 +$4.33M
3 +$4.05M
4
CTSH icon
Cognizant
CTSH
+$3.78M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.49M

Top Sells

1 +$4.89M
2 +$4.89M
3 +$4.73M
4
INVN
Invensense Inc
INVN
+$4.71M
5
CL icon
Colgate-Palmolive
CL
+$4.41M

Sector Composition

1 Technology 7.99%
2 Industrials 7.73%
3 Healthcare 7.21%
4 Financials 6.55%
5 Energy 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-9,963
152
-7,087
153
-9,327
154
-665
155
-22,331
156
-226,698
157
-77,577
158
-67,360
159
-8,478
160
-6,251