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
$152M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$5.49M
3
+$5.43M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.71M
5
KO icon
Coca-Cola
KO
+$4.12M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.67%
2 Technology 7.31%
3 Consumer Discretionary 5.15%
4 Financials 4.92%
5 Healthcare 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.71%
+21,374
52
$1.07M 0.71%
+27,801
53
$1.07M 0.71%
+39,677
54
$1.03M 0.68%
+14,755
55
$1.03M 0.68%
+29,485
56
$999K 0.66%
+12,760
57
$876K 0.58%
+78,122
58
$871K 0.57%
+100,052
59
$825K 0.54%
+13,640
60
$766K 0.51%
+99,852
61
$757K 0.5%
+20,730
62
$745K 0.49%
+8,342
63
$729K 0.48%
+55,850
64
$689K 0.45%
+6,350
65
$669K 0.44%
+32,668
66
$653K 0.43%
+13,089
67
$496K 0.33%
+95,091
68
$493K 0.33%
+17,320
69
$484K 0.32%
+7,748
70
$483K 0.32%
+6,229
71
$471K 0.31%
+9,366
72
$466K 0.31%
+4,800
73
$450K 0.3%
+7,438
74
$425K 0.28%
+13,070
75
$413K 0.27%
+1,965
1 2
3
4