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
$146M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.07M
3
+$1.54M
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$1.5M
5
EMN icon
Eastman Chemical
EMN
+$1.43M

Top Sells

1
+$6.04M
2
+$6.02M
3
+$4.26M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.98M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.33M

Sector Composition

1 Industrials 14.19%
2 Technology 9.02%
3 Healthcare 7.1%
4 Consumer Staples 5.41%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 1.28%
20,425
+3,928
27
$1.83M 1.26%
25,550
+4,793
28
$1.8M 1.24%
26,505
+1,238
29
$1.68M 1.16%
88,288
-10,026
30
$1.66M 1.14%
52,607
+23,410
31
$1.6M 1.1%
35,326
-682
32
$1.6M 1.1%
18,327
+1,385
33
$1.56M 1.07%
34,272
+103
34
$1.51M 1.04%
20,314
-134
35
$1.43M 0.98%
+17,750
36
$1.38M 0.95%
1,438
-87
37
$1.37M 0.94%
13,047
+291
38
$1.34M 0.92%
+15,824
39
$1.3M 0.89%
92,643
+20,368
40
$1.25M 0.86%
25,456
+3,057
41
$1.22M 0.84%
13,703
+3,370
42
$1.2M 0.82%
28,783
+2,719
43
$1.12M 0.77%
19,695
-38,330
44
$1.1M 0.76%
89,285
-2,075
45
$1.09M 0.75%
46,396
-2,254
46
$1.09M 0.75%
26,066
-249
47
$1.07M 0.74%
27,966
+1,848
48
$990K 0.68%
55,143
-46,766
49
$917K 0.63%
+23,975
50
$815K 0.56%
+16,955
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