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
$224M
AUM Growth
-$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.15M
3
+$3.5M
4
XOM icon
Exxon Mobil
XOM
+$3.48M
5
AMZN icon
Amazon
AMZN
+$3.16M

Top Sells

1
+$5.96M
2
+$4.61M
3
+$3.44M
4
COF icon
Capital One
COF
+$3.26M
5
AMT icon
American Tower
AMT
+$3.25M

Sector Composition

1 Healthcare 10.03%
2 Consumer Discretionary 8.87%
3 Industrials 6.66%
4 Technology 6.47%
5 Utilities 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.16M 1.41%
43,734
+1,933
27
$3.13M 1.4%
37,398
-3,653
28
$3.07M 1.37%
129,332
-1,375
29
$3.06M 1.36%
57,954
-51,638
30
$2.98M 1.33%
31,501
-31,439
31
$2.47M 1.1%
39,484
-1,490
32
$2.44M 1.09%
11,891
+2,273
33
$2.39M 1.06%
48,875
+990
34
$2.18M 0.97%
68,475
-574
35
$2.06M 0.92%
19,519
-287
36
$2.06M 0.92%
267,532
-11,780
37
$1.96M 0.87%
69,715
+7,175
38
$1.95M 0.87%
+64,607
39
$1.92M 0.86%
+101,945
40
$1.69M 0.75%
27,331
-74,503
41
$1.65M 0.74%
40,430
+1,710
42
$1.6M 0.72%
44,666
-20,064
43
$1.57M 0.7%
53,222
+204
44
$1.57M 0.7%
55,091
-2,102
45
$1.56M 0.7%
13,667
+2,901
46
$1.49M 0.66%
89,149
-14,102
47
$1.42M 0.63%
40,211
-4,764
48
$1.4M 0.63%
17,048
+877
49
$1.38M 0.62%
93,961
+1,085
50
$1.38M 0.61%
25,476
+3,876
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