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
$686M
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$8.01M
3
+$7.96M
4
IDXX icon
Idexx Laboratories
IDXX
+$4.72M
5
AMZN icon
Amazon
AMZN
+$3.98M

Top Sells

1
+$9.07M
2
+$7.79M
3
+$6.34M
4
MCK icon
McKesson
MCK
+$4.63M
5
SYF icon
Synchrony
SYF
+$2.87M

Sector Composition

1 Technology 18.45%
2 Healthcare 11.12%
3 Financials 8.67%
4 Consumer Discretionary 7.33%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$312K 0.05%
4,454
-533
177
$293K 0.04%
2,572
+57
178
$289K 0.04%
6,908
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179
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180
$283K 0.04%
1,643
181
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182
$278K 0.04%
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-273
183
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184
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18,000
185
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186
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187
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188
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189
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190
$221K 0.03%
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193
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194
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195
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196
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197
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198
$97K 0.01%
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199
$93K 0.01%
47,455
200
$73K 0.01%
13,221
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