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
$457M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$5.46M
3
+$4.55M
4
ILMN icon
Illumina
ILMN
+$4.05M
5
BXP icon
Boston Properties
BXP
+$3.62M

Top Sells

1
+$5.46M
2
+$5.42M
3
+$5.34M
4
GILD icon
Gilead Sciences
GILD
+$3.62M
5
TAP icon
Molson Coors Class B
TAP
+$2.63M

Sector Composition

1 Technology 11.64%
2 Industrials 8.05%
3 Financials 7.76%
4 Communication Services 7.69%
5 Healthcare 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$113K 0.02%
+11,805
177
$99K 0.02%
10,778
-1,998
178
$52K 0.01%
99
-9
179
$43K 0.01%
15,400
-1,300
180
$22K ﹤0.01%
985
181
– –
-1,111
182
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-1,890
183
– –
-15,523
184
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-12,989
185
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-47,011
186
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-6,740
187
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-2,768
188
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-4,044
189
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-14,454
190
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-6,060
191
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-18,599
192
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193
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194
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-45,190
195
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-2,606
196
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197
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198
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200
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5 6 7
8
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