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
$378M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.98M
3
+$4.22M
4
LNG icon
Cheniere Energy
LNG
+$3.75M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.32M

Top Sells

1
+$7.25M
2
+$3.05M
3
+$2.35M
4
SBUX icon
Starbucks
SBUX
+$2.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.16M

Sector Composition

1 Technology 9.92%
2 Industrials 6.83%
3 Financials 6.8%
4 Healthcare 6.33%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.37M 1.16%
55,374
+2,220
27
$4.36M 1.15%
123,010
+15,267
28
$4.22M 1.12%
+115,620
29
$4.17M 1.1%
27,034
+1,321
30
$4.13M 1.09%
120,762
-1,920
31
$4.1M 1.08%
67,187
+2,789
32
$4.09M 1.08%
33,576
-17,753
33
$4M 1.06%
111,274
+7,076
34
$3.98M 1.05%
170,648
+4,399
35
$3.86M 1.02%
47,383
-2,442
36
$3.75M 0.99%
+57,510
37
$3.66M 0.97%
141,723
+16,083
38
$3.63M 0.96%
1,790
+20
39
$3.59M 0.95%
111,226
+102,839
40
$3.54M 0.93%
70,314
+3,658
41
$3.15M 0.83%
130,998
-1,499
42
$3.08M 0.81%
29,221
+325
43
$3.06M 0.81%
93,613
+1,313
44
$3.04M 0.8%
40,036
+15,401
45
$2.99M 0.79%
28,670
+20,705
46
$2.95M 0.78%
71,842
-57,329
47
$2.92M 0.77%
39,963
-2,592
48
$2.88M 0.76%
29,205
+1,378
49
$2.62M 0.69%
11,885
+1,633
50
$2.6M 0.69%
38,750
+4,237
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