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
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