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
$146M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.07M
3
+$1.54M
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$1.5M
5
EMN icon
Eastman Chemical
EMN
+$1.43M

Top Sells

1
+$6.04M
2
+$6.02M
3
+$4.26M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.98M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.33M

Sector Composition

1 Industrials 14.19%
2 Technology 9.02%
3 Healthcare 7.1%
4 Consumer Staples 5.41%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$722K 0.5%
71,577
-15,356
52
$719K 0.49%
+10,181
53
$692K 0.48%
95,232
+62
54
$669K 0.46%
5,801
+815
55
$571K 0.39%
70,139
-32,849
56
$548K 0.38%
12,047
+2,113
57
$542K 0.37%
6,586
+357
58
$526K 0.36%
3,540
+440
59
$524K 0.36%
+5,178
60
$523K 0.36%
+14,965
61
$517K 0.36%
7,748
62
$514K 0.35%
7,250
-188
63
$487K 0.33%
12,698
-375
64
$476K 0.33%
23,860
+300
65
$467K 0.32%
6,109
+324
66
$453K 0.31%
6,561
+2,305
67
$452K 0.31%
7,318
+1,000
68
$432K 0.3%
+13,325
69
$425K 0.29%
+1,740
70
$424K 0.29%
+8,038
71
$383K 0.26%
+4,796
72
$354K 0.24%
17,696
-196
73
$353K 0.24%
3,680
+1,225
74
$344K 0.24%
4,498
-550
75
$338K 0.23%
14,239
-8,992
1 2
3
4 5