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
$426M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.12M
3
+$4.67M
4
TAP icon
Molson Coors Class B
TAP
+$3.01M
5
CYBR icon
CyberArk
CYBR
+$2.87M

Top Sells

1
+$10.8M
2
+$6.71M
3
+$6.01M
4
D icon
Dominion Energy
D
+$4.29M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$3.54M

Sector Composition

1 Technology 10.04%
2 Industrials 8.42%
3 Financials 7.68%
4 Communication Services 7.14%
5 Healthcare 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$249K 0.06%
2,490
+30
177
$246K 0.06%
1,425
178
$236K 0.06%
+2,809
179
$232K 0.05%
+2,155
180
$228K 0.05%
9,031
+200
181
$225K 0.05%
11,260
-5,234
182
$221K 0.05%
2,004
183
$213K 0.05%
+9,586
184
$213K 0.05%
+1,176
185
$213K 0.05%
+1,165
186
$207K 0.05%
+5,000
187
$205K 0.05%
4,086
-848
188
$202K 0.05%
+1,322
189
$183K 0.04%
10,000
190
$183K 0.04%
3,674
-347
191
$177K 0.04%
19,670
192
$173K 0.04%
+18,329
193
$163K 0.04%
12,731
-285
194
$133K 0.03%
4,044
+2,044
195
$133K 0.03%
10,323
-571
196
$121K 0.03%
+10,131
197
$119K 0.03%
+13,574
198
$112K 0.03%
103
+6
199
$57K 0.01%
1,111
200
$47K 0.01%
985
5 6 7
8
9