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
$366M
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.07M
3
+$8.5M
4
GLD icon
SPDR Gold Trust
GLD
+$6.88M
5
CCJ icon
Cameco
CCJ
+$5.46M

Top Sells

1
+$7.36M
2
+$6.48M
3
+$4.64M
4
ATVI
Activision Blizzard
ATVI
+$4.16M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$4.13M

Sector Composition

1 Technology 8.3%
2 Industrials 7.5%
3 Financials 7.27%
4 Healthcare 6.94%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$302K 0.08%
9,318
+636
152
$300K 0.08%
+12,040
153
$296K 0.08%
+10,295
154
$283K 0.08%
+1,057
155
$280K 0.08%
5,990
-225
156
$278K 0.08%
10,543
-114,256
157
$277K 0.08%
8,608
158
$268K 0.07%
5,150
159
$262K 0.07%
3,037
+315
160
$261K 0.07%
4,084
161
$259K 0.07%
18,063
-246,840
162
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1,053
163
$257K 0.07%
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-287
164
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8,282
-31,315
165
$254K 0.07%
16,494
-890
166
$250K 0.07%
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167
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168
$240K 0.07%
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169
$236K 0.06%
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170
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-265
171
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172
$226K 0.06%
2,460
173
$225K 0.06%
4,934
-260
174
$222K 0.06%
2,265
-54
175
$220K 0.06%
4,232
-270
5 6
7
8 9