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
$224M
AUM Growth
-$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.15M
3
+$3.5M
4
XOM icon
Exxon Mobil
XOM
+$3.48M
5
AMZN icon
Amazon
AMZN
+$3.16M

Top Sells

1
+$5.96M
2
+$4.61M
3
+$3.44M
4
COF icon
Capital One
COF
+$3.26M
5
AMT icon
American Tower
AMT
+$3.25M

Sector Composition

1 Healthcare 10.03%
2 Consumer Discretionary 8.87%
3 Industrials 6.66%
4 Technology 6.47%
5 Utilities 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.58%
27,963
-69
52
$1.23M 0.55%
15,179
+851
53
$1.21M 0.54%
39,005
+8,930
54
$1.16M 0.52%
5,215
+264
55
$1.09M 0.49%
57,635
+15,813
56
$1.09M 0.49%
17,240
+1,155
57
$1.08M 0.48%
29,430
-1,265
58
$1.05M 0.47%
89,810
+38,810
59
$923K 0.41%
6,508
-933
60
$921K 0.41%
8,076
+2,619
61
$909K 0.41%
20,279
+1,014
62
$873K 0.39%
9,291
-89
63
$849K 0.38%
15,714
-1,410
64
$831K 0.37%
6,228
-293
65
$815K 0.36%
8,204
-267
66
$787K 0.35%
95,232
-1,019
67
$781K 0.35%
11,500
68
$778K 0.35%
10,622
-2,075
69
$693K 0.31%
51,361
+821
70
$672K 0.3%
7,147
+2,855
71
$668K 0.3%
25,748
-214
72
$664K 0.3%
73,910
+9,050
73
$639K 0.29%
11,564
-217
74
$633K 0.28%
13,713
-1,475
75
$576K 0.26%
16,555
-4,700
1 2
3
4 5