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
$758M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$14.2M
3
+$11.3M
4
ETR icon
Entergy
ETR
+$10.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.81M

Top Sells

1
+$20.7M
2
+$14M
3
+$9.17M
4
SH icon
ProShares Short S&P500
SH
+$8.17M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$8.05M

Sector Composition

1 Technology 20.57%
2 Healthcare 11.6%
3 Financials 7.72%
4 Consumer Discretionary 7.23%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
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