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
$515M
AUM Growth
+$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$6.18M
3
+$4.87M
4
BTI icon
British American Tobacco
BTI
+$3.95M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$3.65M

Top Sells

1
+$7.87M
2
+$3.98M
3
+$3.56M
4
PK icon
Park Hotels & Resorts
PK
+$2.17M
5
DIS icon
Walt Disney
DIS
+$1.79M

Sector Composition

1 Technology 11.76%
2 Financials 8.4%
3 Healthcare 8.2%
4 Communication Services 7.42%
5 Industrials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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