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
$636M
AUM Growth
+$92.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1 +$8.67M
2 +$8.56M
3 +$8.15M
4
SYF icon
Synchrony
SYF
+$7.92M
5
CI icon
Cigna
CI
+$7.59M

Top Sells

1 +$8.96M
2 +$7.87M
3 +$7.57M
4
DIS icon
Walt Disney
DIS
+$6.35M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$6.33M

Sector Composition

1 Technology 16.45%
2 Healthcare 9.75%
3 Communication Services 9.24%
4 Financials 7.49%
5 Consumer Staples 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-899
202
-4,095
203
-1,327
204
-11,483
205
-3,718
206
-18,555
207
-24,645
208
-96,954
209
-31,222
210
-163,166
211
-10,000
212
-10,047
213
-11,094
214
-2,027