UAS

United Asset Strategies Portfolio holdings

AUM $1.3B
1-Year Est. Return 22.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.07M
3
+$8.5M
4
GLD icon
SPDR Gold Trust
GLD
+$6.88M
5
CCJ icon
Cameco
CCJ
+$5.46M

Top Sells

1
+$7.36M
2
+$6.48M
3
+$4.64M
4
ATVI
Activision Blizzard
ATVI
+$4.16M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.13M

Sector Composition

1 Technology 8.3%
2 Industrials 7.5%
3 Financials 7.27%
4 Healthcare 6.94%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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