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
$337M
AUM Growth
+$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.7M
3
+$2.37M
4
AIG icon
American International
AIG
+$2.05M
5
NUE icon
Nucor
NUE
+$1.32M

Top Sells

1
+$4.93M
2
+$4.25M
3
+$3.38M
4
PANW icon
Palo Alto Networks
PANW
+$1.74M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.59M

Sector Composition

1 Industrials 8.38%
2 Technology 7.95%
3 Financials 7.62%
4 Healthcare 7.12%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.67M 1.39%
56,163
+5,550
27
$4.67M 1.38%
65,941
-19,403
28
$4.49M 1.33%
68,144
+2,182
29
$4.46M 1.32%
82,916
-988
30
$4.26M 1.26%
222,168
+8,177
31
$4.19M 1.24%
63,084
-471
32
$4.17M 1.24%
17,258
+45
33
$4.13M 1.23%
70,873
-1,216
34
$4.13M 1.23%
56,333
-857
35
$3.87M 1.15%
22,495
+1,250
36
$3.81M 1.13%
84,698
+52,729
37
$3.52M 1.04%
81,391
+682
38
$2.91M 0.86%
50,345
+22,882
39
$2.89M 0.86%
120,967
-107
40
$2.85M 0.85%
58,860
+1,580
41
$2.76M 0.82%
46,139
+3,995
42
$2.71M 0.8%
85,109
+2,479
43
$2.7M 0.8%
36,294
-3,510
44
$2.65M 0.79%
105,622
+2,709
45
$2.52M 0.75%
44,639
-588
46
$2.44M 0.72%
109,302
-78,138
47
$2.37M 0.7%
71,240
-425
48
$2.31M 0.68%
79,135
+13,159
49
$2.29M 0.68%
10,297
+839
50
$2.05M 0.61%
+32,820
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