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
$457M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$5.46M
3
+$4.55M
4
ILMN icon
Illumina
ILMN
+$4.05M
5
BXP icon
Boston Properties
BXP
+$3.62M

Top Sells

1
+$5.46M
2
+$5.42M
3
+$5.34M
4
GILD icon
Gilead Sciences
GILD
+$3.62M
5
TAP icon
Molson Coors Class B
TAP
+$2.63M

Sector Composition

1 Technology 11.64%
2 Industrials 8.05%
3 Financials 7.76%
4 Communication Services 7.69%
5 Healthcare 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$315K 0.07%
10,489
+690
152
$314K 0.07%
1,172
-89
153
$308K 0.07%
7,500
154
$302K 0.07%
3,235
-65
155
$302K 0.07%
5,760
156
$283K 0.06%
850
157
$275K 0.06%
2,003
158
$270K 0.06%
1,612
-136
159
$263K 0.06%
2,322
+318
160
$260K 0.06%
9,103
-1,232
161
$239K 0.05%
1,425
162
$238K 0.05%
11,535
163
$237K 0.05%
+5,760
164
$237K 0.05%
7,710
165
$237K 0.05%
8,998
166
$235K 0.05%
1,861
+200
167
$233K 0.05%
8,426
+141
168
$230K 0.05%
9,754
+126
169
$212K 0.05%
+2,484
170
$205K 0.04%
+12,750
171
$188K 0.04%
10,000
172
$179K 0.04%
4,016
+342
173
$176K 0.04%
17,895
-1,000
174
$173K 0.04%
19,514
+890
175
$154K 0.03%
12,560
-4,650
5 6
7
8 9