UAS
United Asset Strategies Portfolio holdings
AUM
$1.17B
1-Year Return
21.79%
This Quarter Return
+3.48%
1 Year Return
+21.79%
3 Year Return
+89.36%
5 Year Return
+150.05%
10 Year Return
+294.09%
AUM
$435M
AUM Growth
+$9.64M
(+2.3%)
Cap. Flow
-$4.51M
Cap. Flow
% of AUM
-1.04%
Top 10 Holdings %
Top 10 Hldgs %
25.39%
Holding
217
New
17
Increased
93
Reduced
68
Closed
27
Top Buys
| 1 |
Palo Alto Networks
PANW
|
$6.49M |
| 2 |
KLA
KLAC
|
$5.34M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$4.86M |
| 4 |
Park Hotels & Resorts
PK
|
$4.74M |
| 5 |
Home Depot
HD
|
$4.67M |
Top Sells
| 1 |
Cameco
CCJ
|
$5.6M |
| 2 |
Prologis
PLD
|
$5.12M |
| 3 |
Qualcomm
QCOM
|
$4.73M |
| 4 |
The Mosaic Company
MOS
|
$3.26M |
| 5 |
CyberArk
CYBR
|
$2.87M |
Sector Composition
| 1 | Technology | 11.58% |
| 2 | Financials | 8.56% |
| 3 | Industrials | 8.03% |
| 4 | Communication Services | 7.42% |
| 5 | Healthcare | 6.58% |
