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
$286M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$5.02M
3
+$4.79M
4
SLB icon
SLB Limited
SLB
+$4.34M
5
KR icon
Kroger
KR
+$4.26M

Top Sells

1
+$5.55M
2
+$5.36M
3
+$4.14M
4
SBUX icon
Starbucks
SBUX
+$3.27M
5
EMN icon
Eastman Chemical
EMN
+$2.91M

Sector Composition

1 Technology 8.12%
2 Industrials 7.53%
3 Consumer Discretionary 7.27%
4 Communication Services 6.5%
5 Financials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.59%
15,482
+231
52
$1.69M 0.59%
70,924
+7,357
53
$1.57M 0.55%
+11,555
54
$1.55M 0.54%
+10,179
55
$1.48M 0.52%
30,882
+14,505
56
$1.47M 0.52%
30,796
+9,279
57
$1.39M 0.48%
33,200
+1,597
58
$1.38M 0.48%
5,766
+334
59
$1.37M 0.48%
11,364
+1,473
60
$1.36M 0.48%
16,986
+429
61
$1.35M 0.47%
44,100
-7,569
62
$1.26M 0.44%
57,095
+11
63
$1.24M 0.44%
38,945
-941
64
$1.18M 0.41%
31,405
-2,768
65
$1.16M 0.41%
22,259
-6,336
66
$1.14M 0.4%
30,073
+203
67
$1.07M 0.37%
18,485
+89
68
$1M 0.35%
104,710
+11,650
69
$923K 0.32%
76,501
+6,564
70
$899K 0.31%
9,063
-238
71
$879K 0.31%
95,232
72
$877K 0.31%
6,839
+26
73
$862K 0.3%
6,164
+136
74
$823K 0.29%
11,500
75
$810K 0.28%
14,061
-164
1 2
3
4 5