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
$508M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.5M
3
+$6.83M
4
HON icon
Honeywell
HON
+$6.79M
5
TMUS icon
T-Mobile US
TMUS
+$5.66M

Top Sells

1
+$5.94M
2
+$5.4M
3
+$3.96M
4
EMR icon
Emerson Electric
EMR
+$2.18M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.98M

Sector Composition

1 Technology 14.38%
2 Communication Services 9.59%
3 Healthcare 8.95%
4 Consumer Staples 7.04%
5 Industrials 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.07M 0.6%
23,214
+6,391
52
$3M 0.59%
16,263
+4,819
53
$3M 0.59%
30,575
+3,659
54
$2.88M 0.57%
24,128
-1,212
55
$2.86M 0.56%
40,824
+2,044
56
$2.67M 0.53%
47,324
-3,657
57
$2.66M 0.52%
59,478
+30,114
58
$2.64M 0.52%
16,096
+2,160
59
$2.54M 0.5%
+25,874
60
$2.09M 0.41%
67,415
+6,048
61
$2M 0.39%
42,860
-3,209
62
$1.99M 0.39%
85,134
-5,997
63
$1.98M 0.39%
51,030
+2,201
64
$1.98M 0.39%
38,758
-3,786
65
$1.96M 0.39%
5,382
+88
66
$1.87M 0.37%
25,481
-750
67
$1.86M 0.37%
87,235
+3,388
68
$1.77M 0.35%
18,148
+287
69
$1.72M 0.34%
61,402
+13,466
70
$1.71M 0.34%
43,765
-4,002
71
$1.69M 0.33%
+42,282
72
$1.56M 0.31%
28,090
-2,094
73
$1.54M 0.3%
72,102
-743
74
$1.49M 0.29%
13,411
-10
75
$1.44M 0.28%
42,260
-1,607
1 2
3
4 5