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
$435M
AUM Growth
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$5.34M
3
+$4.86M
4
PK icon
Park Hotels & Resorts
PK
+$4.74M
5
HD icon
Home Depot
HD
+$4.67M

Top Sells

1
+$5.6M
2
+$5.12M
3
+$4.73M
4
MOS icon
The Mosaic Company
MOS
+$3.26M
5
CYBR icon
CyberArk
CYBR
+$2.87M

Sector Composition

1 Technology 11.58%
2 Financials 8.56%
3 Industrials 8.03%
4 Communication Services 7.42%
5 Healthcare 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$320K 0.07%
9,365
+182
152
$315K 0.07%
1,865
-250
153
$313K 0.07%
+20,205
154
$308K 0.07%
7,500
155
$305K 0.07%
5,760
-230
156
$300K 0.07%
9,799
-4
157
$298K 0.07%
10,335
-241
158
$292K 0.07%
1,748
-168
159
$290K 0.07%
2,003
+119
160
$288K 0.07%
3,300
-135
161
$268K 0.06%
1,532
-250
162
$266K 0.06%
850
-500
163
$248K 0.06%
1,425
164
$245K 0.06%
17,210
-70
165
$241K 0.06%
11,535
+275
166
$237K 0.05%
7,710
-1,975
167
$235K 0.05%
2,768
-41
168
$232K 0.05%
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-33
169
$230K 0.05%
1,176
170
$228K 0.05%
+2,606
171
$228K 0.05%
+2,068
172
$227K 0.05%
2,004
173
$226K 0.05%
1,661
-225
174
$218K 0.05%
8,285
-1,668
175
$216K 0.05%
+4,950
5 6
7
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