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
$636M
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.56M
3
+$8.15M
4
SYF icon
Synchrony
SYF
+$7.92M
5
CI icon
Cigna
CI
+$7.59M

Top Sells

1
+$8.96M
2
+$7.87M
3
+$7.57M
4
DIS icon
Walt Disney
DIS
+$6.35M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$6.33M

Sector Composition

1 Technology 16.45%
2 Healthcare 9.75%
3 Communication Services 9.24%
4 Financials 7.49%
5 Consumer Staples 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$421K 0.07%
10,225
-3,453
152
$409K 0.06%
1,964
+243
153
$404K 0.06%
5,021
-368
154
$404K 0.06%
20,616
+1,994
155
$400K 0.06%
4,362
156
$393K 0.06%
4,741
+80
157
$387K 0.06%
4,524
-20,193
158
$365K 0.06%
7,292
+934
159
$360K 0.06%
1,537
+314
160
$358K 0.06%
2,184
+397
161
$357K 0.06%
13,713
162
$354K 0.06%
1,519
+5
163
$348K 0.05%
1,911
164
$342K 0.05%
38,896
+536
165
$341K 0.05%
1,960
-50
166
$340K 0.05%
+6,849
167
$337K 0.05%
11,199
+426
168
$331K 0.05%
2,920
-130
169
$330K 0.05%
+4,274
170
$328K 0.05%
2,900
-250
171
$312K 0.05%
186
172
$310K 0.05%
+4,058
173
$295K 0.05%
5,887
-410
174
$293K 0.05%
5,442
-76
175
$289K 0.05%
767
+40
5 6
7
8 9