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
$339M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.26M
3
+$2.93M
4
XME icon
SPDR S&P Metals & Mining ETF
XME
+$2.92M
5
DOC icon
Healthpeak Properties
DOC
+$2.92M

Top Sells

1
+$7.27M
2
+$6.45M
3
+$6.36M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.64M
5
NUE icon
Nucor
NUE
+$4.44M

Sector Composition

1 Technology 9.93%
2 Industrials 7.2%
3 Financials 6.79%
4 Communication Services 6.54%
5 Healthcare 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2M 0.59%
62,541
+3,444
52
$1.98M 0.58%
46,209
-390
53
$1.89M 0.56%
5,578
-191
54
$1.85M 0.55%
35,627
+1
55
$1.85M 0.55%
23,350
+1,727
56
$1.82M 0.54%
15,007
+1,127
57
$1.81M 0.53%
37,063
-37,857
58
$1.68M 0.5%
61,339
+267
59
$1.66M 0.49%
24,635
-22,998
60
$1.53M 0.45%
19,755
+414
61
$1.52M 0.45%
90,387
+30
62
$1.49M 0.44%
55,386
+1,375
63
$1.42M 0.42%
11,034
-7
64
$1.4M 0.41%
11,736
+140
65
$1.34M 0.4%
+25,777
66
$1.33M 0.39%
19,754
+1,041
67
$1.31M 0.39%
8,214
-328
68
$1.28M 0.38%
8,564
+3,661
69
$1.27M 0.37%
11,581
+1,840
70
$1.25M 0.37%
18,228
+1,108
71
$1.24M 0.37%
6,235
+151
72
$1.24M 0.37%
8,443
+2,374
73
$1.2M 0.35%
19,484
-487
74
$1.16M 0.34%
110,442
+6,576
75
$1.15M 0.34%
26,063
-1,050
1 2
3
4 5