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
$651M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.5M
3
+$5.34M
4
EL icon
Estee Lauder
EL
+$5.16M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$4.64M

Top Sells

1
+$9.56M
2
+$7.98M
3
+$7.96M
4
NOW icon
ServiceNow
NOW
+$5.97M
5
ADBE icon
Adobe
ADBE
+$4.22M

Sector Composition

1 Technology 16.25%
2 Healthcare 11.79%
3 Financials 9.17%
4 Consumer Discretionary 7.91%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$523K 0.08%
5,656
+926
152
$506K 0.08%
19,644
-14,515
153
$499K 0.08%
7,101
+394
154
$467K 0.07%
2,566
+158
155
$457K 0.07%
+1,497
156
$454K 0.07%
6,813
+352
157
$447K 0.07%
18,803
+6
158
$437K 0.07%
3,885
+223
159
$431K 0.07%
5,880
+461
160
$428K 0.07%
4,985
+1
161
$423K 0.07%
+18,012
162
$413K 0.06%
14,528
+1,454
163
$408K 0.06%
3,179
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164
$408K 0.06%
+12,092
165
$391K 0.06%
8,091
+3,511
166
$382K 0.06%
+3,584
167
$379K 0.06%
9,321
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168
$376K 0.06%
4,044
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169
$376K 0.06%
10,434
+3,627
170
$371K 0.06%
3,061
+1
171
$351K 0.05%
11,323
+1,653
172
$340K 0.05%
1,746
173
$339K 0.05%
12,400
174
$337K 0.05%
3,285
-168
175
$333K 0.05%
3,500
5 6
7
8 9