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
$207M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$3.1M
3
+$2.72M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.71M
5
BA icon
Boeing
BA
+$2.49M

Top Sells

1
+$3.97M
2
+$3.34M
3
+$2.35M
4
UPS icon
United Parcel Service
UPS
+$2.07M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.02M

Sector Composition

1 Industrials 8.25%
2 Technology 8.1%
3 Healthcare 7.12%
4 Financials 6.93%
5 Energy 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 1.31%
+28,577
27
$2.66M 1.28%
80,303
+14,300
28
$2.64M 1.28%
91,150
+29,520
29
$2.58M 1.24%
51,400
+12,154
30
$2.5M 1.21%
17,275
-175
31
$2.49M 1.2%
+19,584
32
$2.48M 1.2%
+29,960
33
$2.46M 1.19%
+19,607
34
$2.45M 1.19%
105,588
+3,892
35
$2.18M 1.06%
81,766
-7,699
36
$2.18M 1.05%
42,203
-10,956
37
$2.16M 1.04%
+1,796
38
$2.16M 1.04%
19,343
+3,303
39
$2.06M 1%
80,115
+177
40
$2.06M 0.99%
39,097
41
$1.97M 0.95%
69,832
-62,067
42
$1.92M 0.93%
+72,150
43
$1.87M 0.9%
+77,872
44
$1.83M 0.89%
+22,399
45
$1.76M 0.85%
20,162
-2,124
46
$1.76M 0.85%
+21,375
47
$1.73M 0.84%
53,696
-2,306
48
$1.71M 0.83%
65,223
+15,830
49
$1.7M 0.82%
40,474
-163
50
$1.66M 0.8%
18,956
-599
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2
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