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
$378M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.98M
3
+$4.22M
4
LNG icon
Cheniere Energy
LNG
+$3.75M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.32M

Top Sells

1
+$7.25M
2
+$3.05M
3
+$2.35M
4
SBUX icon
Starbucks
SBUX
+$2.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.16M

Sector Composition

1 Technology 9.92%
2 Industrials 6.83%
3 Financials 6.8%
4 Healthcare 6.33%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.5M 0.66%
+40,570
52
$2.41M 0.64%
49,326
-47,534
53
$2.39M 0.63%
69,483
-6,378
54
$2.28M 0.6%
43,419
+6,356
55
$2.22M 0.59%
33,139
+13,385
56
$2.17M 0.57%
+32,283
57
$2.05M 0.54%
15,347
+6,904
58
$1.91M 0.5%
88,615
-9,573
59
$1.87M 0.49%
36,988
-7,874
60
$1.84M 0.49%
42,693
-3,516
61
$1.84M 0.49%
15,651
+644
62
$1.83M 0.48%
32,253
-5,816
63
$1.72M 0.45%
22,011
-1,339
64
$1.71M 0.45%
+51,341
65
$1.7M 0.45%
12,827
+1,091
66
$1.7M 0.45%
34,157
-1,470
67
$1.65M 0.44%
67,868
+12,482
68
$1.51M 0.4%
60,695
-644
69
$1.51M 0.4%
5,102
-476
70
$1.5M 0.4%
13,643
+2,062
71
$1.48M 0.39%
49,457
+29,794
72
$1.43M 0.38%
43,575
+9,729
73
$1.41M 0.37%
20,440
+2,212
74
$1.34M 0.35%
10,052
-982
75
$1.31M 0.35%
16,629
-3,126
1 2
3
4 5