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
State Street Consumer Discretionary Select Sector SPDR ETF
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
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152
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154
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-665
155
– –
-9,327
156
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157
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-9,963
158
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-1,571
159
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-62,232
160
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-368,309
3 4 5 6
7