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
$750M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$11.3M
3
+$3.63M
4
WFC icon
Wells Fargo
WFC
+$3.43M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.91M

Top Sells

1
+$9.61M
2
+$7.69M
3
+$4.6M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.37M
5
BAC icon
Bank of America
BAC
+$4.25M

Sector Composition

1 Technology 16.86%
2 Healthcare 9.94%
3 Financials 9.23%
4 Communication Services 8.87%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.67M 0.62%
81,807
+17,547
52
$4.37M 0.58%
24,457
-2,007
53
$4.24M 0.56%
25,555
-2,851
54
$4.02M 0.54%
27,134
+3,925
55
$3.99M 0.53%
17,287
+1,116
56
$3.96M 0.53%
19,242
+1,195
57
$3.96M 0.53%
38,661
-2,459
58
$3.77M 0.5%
141,848
+1,373
59
$3.71M 0.49%
32,135
+16,565
60
$3.61M 0.48%
166,255
-8,455
61
$3.43M 0.46%
+75,669
62
$3.25M 0.43%
15,603
+2,091
63
$3.01M 0.4%
10,407
-46
64
$2.99M 0.4%
22,144
-151
65
$2.74M 0.37%
123,665
-10,373
66
$2.5M 0.33%
48,289
+1,514
67
$2.5M 0.33%
41,226
+1,178
68
$2.21M 0.29%
98,052
+1,142
69
$2.03M 0.27%
38,371
-2,578
70
$1.99M 0.27%
12,774
+626
71
$1.98M 0.26%
31,305
-386
72
$1.98M 0.26%
24,437
+1,680
73
$1.98M 0.26%
59,522
+35,714
74
$1.96M 0.26%
8,628
+216
75
$1.94M 0.26%
44,241
+3,814
1 2
3
4 5