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
$230M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$2.2M
3
+$1.94M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.58M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$1.57M

Top Sells

1
+$5.36M
2
+$2.33M
3
+$1.85M
4
AAPL icon
Apple
AAPL
+$1.49M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.19M

Sector Composition

1 Healthcare 9.03%
2 Financials 8.56%
3 Industrials 7.55%
4 Consumer Discretionary 7.42%
5 Technology 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.56%
16,171
+9,522
52
$1.21M 0.52%
65,435
-48,198
53
$1.2M 0.52%
28,032
-1,815
54
$1.13M 0.49%
10,766
-358
55
$1.11M 0.48%
+17,747
56
$1.07M 0.47%
4,951
+33
57
$1.07M 0.46%
16,085
-558
58
$1.02M 0.44%
14,328
+407
59
$998K 0.43%
21,600
-567
60
$983K 0.43%
7,441
-647
61
$906K 0.39%
17,124
-381
62
$902K 0.39%
30,075
+1,189
63
$896K 0.39%
12,697
-185
64
$890K 0.39%
8,471
+623
65
$877K 0.38%
9,380
-299
66
$866K 0.38%
96,251
+1,019
67
$862K 0.37%
6,521
-19
68
$836K 0.36%
19,265
-5,532
69
$836K 0.36%
41,822
-550
70
$831K 0.36%
+51,000
71
$794K 0.34%
17,005
-1,919
72
$759K 0.33%
11,500
73
$744K 0.32%
14,359
+1,192
74
$720K 0.31%
+21,255
75
$712K 0.31%
50,540
-1,036
1 2
3
4 5