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
$152M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$5.49M
3
+$5.43M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.71M
5
KO icon
Coca-Cola
KO
+$4.12M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.67%
2 Technology 7.31%
3 Consumer Discretionary 5.15%
4 Financials 4.92%
5 Healthcare 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.36%
+96,368
27
$2.05M 1.35%
+199,975
28
$2M 1.32%
+23,873
29
$1.95M 1.29%
+126,304
30
$1.89M 1.25%
+104,970
31
$1.83M 1.21%
+21,602
32
$1.78M 1.17%
+25,855
33
$1.72M 1.13%
+76,395
34
$1.65M 1.09%
+112,129
35
$1.64M 1.08%
+19,835
36
$1.62M 1.07%
+116,440
37
$1.54M 1.02%
+22,993
38
$1.48M 0.98%
+68,046
39
$1.39M 0.92%
+1,626
40
$1.35M 0.89%
+32,618
41
$1.32M 0.87%
+53,444
42
$1.3M 0.86%
+116,197
43
$1.29M 0.85%
+40,075
44
$1.28M 0.85%
+58,498
45
$1.26M 0.83%
+35,391
46
$1.21M 0.8%
+9,225
47
$1.15M 0.76%
+15,660
48
$1.14M 0.75%
+19,845
49
$1.13M 0.75%
+42,356
50
$1.11M 0.73%
+12,847
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