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
$686M
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$8.01M
3
+$7.96M
4
IDXX icon
Idexx Laboratories
IDXX
+$4.72M
5
AMZN icon
Amazon
AMZN
+$3.98M

Top Sells

1
+$9.07M
2
+$7.79M
3
+$6.34M
4
MCK icon
McKesson
MCK
+$4.63M
5
SYF icon
Synchrony
SYF
+$2.87M

Sector Composition

1 Technology 18.45%
2 Healthcare 11.12%
3 Financials 8.67%
4 Consumer Discretionary 7.33%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$537K 0.08%
6,707
-2,117
152
$512K 0.07%
4,730
+287
153
$495K 0.07%
3,662
-924
154
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12,096
+189
155
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3,609
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156
$479K 0.07%
9,569
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157
$474K 0.07%
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158
$473K 0.07%
2,408
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159
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18,797
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160
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161
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162
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163
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164
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13,074
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165
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166
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167
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12,400
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171
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172
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2,483
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173
$336K 0.05%
9,670
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174
$332K 0.05%
+3,464
175
$331K 0.05%
11,487
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5 6
7
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