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
$177M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$6.68M
3
+$4.89M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.46M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.22M

Top Sells

1
+$10.4M
2
+$7.93M
3
+$4.08M
4
UNH icon
UnitedHealth
UNH
+$3.1M
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$2.96M

Sector Composition

1 Industrials 11.4%
2 Technology 8.92%
3 Healthcare 8.19%
4 Financials 7.65%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 1.34%
+89,465
27
$2.35M 1.33%
+45,006
28
$2.18M 1.23%
23,860
+3,435
29
$2.13M 1.21%
79,938
+7,799
30
$2.08M 1.18%
+39,246
31
$2.07M 1.17%
21,279
+8,232
32
$1.95M 1.1%
101,696
+84,000
33
$1.95M 1.1%
39,097
+4,825
34
$1.94M 1.1%
66,003
+13,396
35
$1.89M 1.07%
+93,492
36
$1.86M 1.05%
22,286
-1,037
37
$1.82M 1.03%
+56,002
38
$1.71M 0.97%
+61,630
39
$1.71M 0.97%
16,040
-6,815
40
$1.69M 0.96%
19,555
+1,805
41
$1.65M 0.93%
20,926
+612
42
$1.62M 0.92%
+21,645
43
$1.61M 0.91%
+113,316
44
$1.52M 0.86%
40,637
+12,671
45
$1.43M 0.81%
79,328
-8,960
46
$1.35M 0.77%
28,483
+3,027
47
$1.24M 0.7%
49,393
+2,997
48
$1.2M 0.68%
+44,380
49
$1.16M 0.66%
10,691
-26,699
50
$1.15M 0.65%
27,933
-850
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