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
$373M
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$12.6M
3
+$12.3M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$12.1M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.4M

Top Sells

1
+$5.25M
2
+$5.14M
3
+$5.04M
4
GE icon
GE Aerospace
GE
+$2.91M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.25M

Sector Composition

1 Technology 8.55%
2 Financials 8.19%
3 Industrials 8.07%
4 Communication Services 6.46%
5 Healthcare 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.05M 0.55%
+91,066
52
$2M 0.54%
+37,038
53
$1.99M 0.53%
21,623
+442
54
$1.97M 0.53%
32,986
-2,042
55
$1.95M 0.52%
78,515
+400
56
$1.92M 0.52%
40,302
-1,865
57
$1.85M 0.5%
5,769
+38
58
$1.8M 0.48%
54,629
+38,044
59
$1.79M 0.48%
26,575
-8,779
60
$1.78M 0.48%
+46,599
61
$1.74M 0.47%
61,072
+3,739
62
$1.7M 0.46%
90,357
+24
63
$1.68M 0.45%
+13,880
64
$1.65M 0.44%
35,626
-828
65
$1.64M 0.44%
13,800
+12
66
$1.63M 0.44%
+19,341
67
$1.59M 0.43%
+54,011
68
$1.59M 0.43%
+11,041
69
$1.51M 0.4%
+8,542
70
$1.44M 0.39%
+43,601
71
$1.39M 0.37%
18,713
+3,508
72
$1.37M 0.37%
29,716
+9,394
73
$1.36M 0.36%
19,971
+31
74
$1.32M 0.35%
+11,596
75
$1.22M 0.33%
6,461
-27,722
1 2
3
4 5