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
$717M
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$9.17M
2
+$8.68M
3
+$8.18M
4
LMT icon
Lockheed Martin
LMT
+$7.8M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$4.61M

Top Sells

1
+$13.2M
2
+$8.33M
3
+$6.26M
4
GLD icon
SPDR Gold Trust
GLD
+$5.88M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.84M

Sector Composition

1 Technology 17.61%
2 Healthcare 13.07%
3 Financials 9.54%
4 Industrials 7.18%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.73M 0.66%
92,288
+6,900
52
$4.63M 0.65%
33,417
+2,322
53
$4.61M 0.64%
+21,033
54
$4.52M 0.63%
64,071
+36,303
55
$4.46M 0.62%
16,937
+7,103
56
$4.38M 0.61%
50,046
+6,204
57
$4.33M 0.6%
239,604
-11,908
58
$4.33M 0.6%
131,828
-2,162
59
$4.17M 0.58%
19,461
+4,840
60
$4.08M 0.57%
41,544
-3,196
61
$3.55M 0.49%
25,293
+22,114
62
$3.42M 0.48%
71,228
-76,829
63
$3.15M 0.44%
24,422
-29,731
64
$3.07M 0.43%
+55,614
65
$3.04M 0.42%
16,834
+182
66
$3.01M 0.42%
17,329
+2,779
67
$2.83M 0.39%
61,592
+3,786
68
$2.73M 0.38%
18,032
+425
69
$2.64M 0.37%
16,320
+1,095
70
$2.53M 0.35%
29,161
-12,092
71
$2.53M 0.35%
22,904
+1,291
72
$2.46M 0.34%
28,704
+69
73
$2.29M 0.32%
35,699
+516
74
$2.22M 0.31%
22,313
-2,711
75
$2.14M 0.3%
50,377
+2,669
1 2
3
4 5