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
$717M
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$9.17M
2
+$8.68M
3
+$8.18M
4
LMT icon
Lockheed Martin
LMT
+$7.8M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$4.61M

Top Sells

1
+$13.2M
2
+$8.33M
3
+$6.26M
4
GLD icon
SPDR Gold Trust
GLD
+$5.88M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.84M

Sector Composition

1 Technology 17.61%
2 Healthcare 13.07%
3 Financials 9.54%
4 Industrials 7.18%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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