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
$508M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.5M
3
+$6.83M
4
HON icon
Honeywell
HON
+$6.79M
5
TMUS icon
T-Mobile US
TMUS
+$5.66M

Top Sells

1
+$5.94M
2
+$5.4M
3
+$3.96M
4
EMR icon
Emerson Electric
EMR
+$2.18M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.98M

Sector Composition

1 Technology 14.38%
2 Communication Services 9.59%
3 Healthcare 8.95%
4 Consumer Staples 7.04%
5 Industrials 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.64M 1.31%
62,656
+3,420
27
$6.59M 1.3%
27,924
+955
28
$6.37M 1.26%
149,012
-2,835
29
$6.36M 1.25%
142,338
+104,921
30
$6.21M 1.22%
41,586
+1,674
31
$6.2M 1.22%
65,943
+2,408
32
$5.87M 1.16%
38,242
+22,850
33
$5.66M 1.11%
+54,323
34
$5.52M 1.09%
49,523
+516
35
$5.3M 1.04%
146,187
-4,308
36
$5.15M 1.02%
100,757
+55,926
37
$5.04M 0.99%
88,614
+3,210
38
$4.8M 0.94%
93,864
+7,325
39
$4.59M 0.9%
14,876
-1,887
40
$4.42M 0.87%
34,642
-8,482
41
$4.26M 0.84%
+126,324
42
$4.22M 0.83%
38,988
-3,219
43
$4.16M 0.82%
14,065
+849
44
$4.03M 0.79%
52,988
+5,064
45
$4.02M 0.79%
58,467
-6,292
46
$3.92M 0.77%
27,466
+1,378
47
$3.66M 0.72%
160,109
+2,296
48
$3.54M 0.7%
39,575
+7,929
49
$3.11M 0.61%
15,649
-5,819
50
$3.09M 0.61%
+96,978
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