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
$426M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.12M
3
+$4.67M
4
TAP icon
Molson Coors Class B
TAP
+$3.01M
5
CYBR icon
CyberArk
CYBR
+$2.87M

Top Sells

1
+$10.8M
2
+$6.71M
3
+$6.01M
4
D icon
Dominion Energy
D
+$4.29M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$3.54M

Sector Composition

1 Technology 10.04%
2 Industrials 8.42%
3 Financials 7.68%
4 Communication Services 7.14%
5 Healthcare 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-1,635
202
– –
-4,232
203
– –
-32,401
204
– –
-3,037
205
– –
-37,450
206
– –
-101,895
207
– –
-4,116
208
– –
-18,212
209
– –
-63,690
210
– –
-5,150
211
– –
-5,858
212
– –
-10,650
213
– –
-4,084
214
– –
-4,208
215
– –
-8,549
5 6 7 8
9