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
$230M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$2.2M
3
+$1.94M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.58M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$1.57M

Top Sells

1
+$5.36M
2
+$2.33M
3
+$1.85M
4
AAPL icon
Apple
AAPL
+$1.49M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.19M

Sector Composition

1 Healthcare 9.03%
2 Financials 8.56%
3 Industrials 7.55%
4 Consumer Discretionary 7.42%
5 Technology 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 1.36%
152,913
-20,838
27
$2.94M 1.28%
37,708
+24,886
28
$2.82M 1.22%
41,801
+5,891
29
$2.78M 1.21%
27,426
-5,942
30
$2.75M 1.19%
45,563
-19,689
31
$2.67M 1.16%
130,707
+27,192
32
$2.38M 1.03%
40,974
-950
33
$2.38M 1.03%
64,730
+33,535
34
$2.24M 0.97%
41,492
+5,494
35
$2.2M 0.95%
+58,460
36
$2.16M 0.94%
47,885
+580
37
$2.06M 0.89%
69,049
-421
38
$2.01M 0.87%
279,312
+15,808
39
$1.96M 0.85%
9,618
-824
40
$1.92M 0.83%
62,540
+146
41
$1.91M 0.83%
19,806
-653
42
$1.75M 0.76%
66,364
-56,768
43
$1.63M 0.71%
50,599
+32,552
44
$1.6M 0.7%
44,975
-712
45
$1.58M 0.69%
103,251
-39,327
46
$1.56M 0.68%
38,720
-720
47
$1.55M 0.67%
57,193
+48
48
$1.42M 0.62%
92,876
-52,797
49
$1.38M 0.6%
53,018
+2,060
50
$1.35M 0.59%
+30,695
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