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
$690M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.1M
3
+$9.08M
4
AMZN icon
Amazon
AMZN
+$6.19M
5
DG icon
Dollar General
DG
+$5.78M

Top Sells

1
+$9.53M
2
+$7.4M
3
+$7.13M
4
INVH icon
Invitation Homes
INVH
+$7M
5
GLD icon
SPDR Gold Trust
GLD
+$5.34M

Sector Composition

1 Technology 15.21%
2 Healthcare 10.29%
3 Communication Services 8.54%
4 Financials 8.19%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$287K 0.04%
5,512
-1,780
177
$275K 0.04%
187
+1
178
$269K 0.04%
3,055
-250
179
$265K 0.04%
3,561
-189
180
$260K 0.04%
1,175
-43,059
181
$252K 0.04%
1,188
+35
182
$249K 0.04%
+1,877
183
$240K 0.03%
+2,007
184
$240K 0.03%
+4,053
185
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738
186
$237K 0.03%
+9,714
187
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188
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1,068
-48
189
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190
$225K 0.03%
637
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191
$225K 0.03%
1,790
-1,130
192
$219K 0.03%
+2,272
193
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194
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195
$205K 0.03%
15,360
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196
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197
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198
$186K 0.03%
10,000
-1,000
199
$183K 0.03%
17,180
+1,500
200
$108K 0.02%
11,145
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