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
$177M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$6.68M
3
+$4.89M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.46M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.22M

Top Sells

1
+$10.4M
2
+$7.93M
3
+$4.08M
4
UNH icon
UnitedHealth
UNH
+$3.1M
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$2.96M

Sector Composition

1 Industrials 11.4%
2 Technology 8.92%
3 Healthcare 8.19%
4 Financials 7.65%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.59%
+19,913
52
$1.04M 0.59%
25,344
-722
53
$1.01M 0.57%
24,608
+633
54
$899K 0.51%
12,774
+2,593
55
$863K 0.49%
+11,500
56
$813K 0.46%
11,415
+4,854
57
$793K 0.45%
+11,819
58
$786K 0.45%
8,049
+2,871
59
$783K 0.44%
6,266
+3,485
60
$778K 0.44%
4,764
+1,224
61
$756K 0.43%
+7,700
62
$729K 0.41%
+69,239
63
$681K 0.39%
15,982
+3,935
64
$664K 0.38%
95,232
65
$629K 0.36%
5,406
-395
66
$569K 0.32%
7,195
+609
67
$547K 0.31%
+23,350
68
$531K 0.3%
7,946
+198
69
$513K 0.29%
6,403
+294
70
$471K 0.27%
+12,350
71
$464K 0.26%
10,571
+5,375
72
$460K 0.26%
27,360
+3,500
73
$441K 0.25%
+8,000
74
$401K 0.23%
+4,799
75
$395K 0.22%
+16,528
1 2
3
4 5