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
$373M
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$12.6M
3
+$12.3M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$12.1M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.4M

Top Sells

1
+$5.25M
2
+$5.14M
3
+$5.04M
4
GE icon
GE Aerospace
GE
+$2.91M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.25M

Sector Composition

1 Technology 8.55%
2 Financials 8.19%
3 Industrials 8.07%
4 Communication Services 6.46%
5 Healthcare 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.15M 1.11%
50,053
-964
27
$4.09M 1.1%
74,920
-655
28
$3.96M 1.06%
67,760
+5,520
29
$3.79M 1.02%
53,420
-583
30
$3.73M 1%
+159,660
31
$3.54M 0.95%
+7,809
32
$3.51M 0.94%
+25,585
33
$3.44M 0.92%
+47,633
34
$3.42M 0.92%
+64,956
35
$3.29M 0.88%
131,712
+11,601
36
$3.13M 0.84%
+100,109
37
$3.05M 0.82%
1,755
-10
38
$2.92M 0.78%
121,002
+13,464
39
$2.92M 0.78%
68,197
+20,564
40
$2.82M 0.76%
+39,487
41
$2.75M 0.74%
+70,209
42
$2.75M 0.74%
42,535
-1,172
43
$2.68M 0.72%
+18,005
44
$2.64M 0.71%
76,720
-146
45
$2.63M 0.7%
+29,187
46
$2.57M 0.69%
83,930
+563
47
$2.56M 0.69%
+10,047
48
$2.36M 0.63%
27,635
+2,201
49
$2.28M 0.61%
+42,190
50
$2.16M 0.58%
+59,097
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