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
$152M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$5.49M
3
+$5.43M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.71M
5
KO icon
Coca-Cola
KO
+$4.12M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.67%
2 Technology 7.31%
3 Consumer Discretionary 5.15%
4 Financials 4.92%
5 Healthcare 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$399K 0.26%
+6,311
77
$377K 0.25%
+28,380
78
$359K 0.24%
+5,308
79
$355K 0.23%
+3,176
80
$333K 0.22%
+4,860
81
$321K 0.21%
+4,373
82
$282K 0.19%
+6,041
83
$271K 0.18%
+5,127
84
$265K 0.17%
+3,099
85
$250K 0.17%
+7,335
86
$214K 0.14%
+4,684
87
$126K 0.08%
+11,707
88
$119K 0.08%
+1,000
89
$17K 0.01%
+14,000
90
$10K 0.01%
+263
1 2 3
4