UAS

United Asset Strategies Portfolio holdings

AUM $1.3B
1-Year Est. Return 22.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.77%
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
+$6.41M
2
+$4.19M
3
+$4.07M
4
CTSH icon
Cognizant
CTSH
+$3.65M
5
MDLZ icon
Mondelez International
MDLZ
+$3.58M

Top Sells

1
+$4.89M
2
+$4.73M
3
+$4.71M
4
AAPL icon
Apple
AAPL
+$4.48M
5
CL icon
Colgate-Palmolive
CL
+$4.41M

Sector Composition

1 Technology 7.95%
2 Industrials 7.77%
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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155
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156
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157
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158
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159
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-368,309
160
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-3,595
3 4 5 6
7