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
$177M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$6.68M
3
+$4.89M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.46M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.22M

Top Sells

1
+$10.4M
2
+$7.93M
3
+$4.08M
4
UNH icon
UnitedHealth
UNH
+$3.1M
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$2.96M

Sector Composition

1 Industrials 11.4%
2 Technology 8.92%
3 Healthcare 8.19%
4 Financials 7.65%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$392K 0.22%
+20,000
77
$368K 0.21%
+8,979
78
$366K 0.21%
+4,541
79
$356K 0.2%
+16,435
80
$352K 0.2%
+10,160
81
$347K 0.2%
+6,530
82
$334K 0.19%
+1,580
83
$327K 0.19%
5,387
+490
84
$327K 0.19%
+5,000
85
$313K 0.18%
14,069
-170
86
$311K 0.18%
8,825
-6,140
87
$309K 0.18%
10,325
-3,000
88
$306K 0.17%
+41,705
89
$302K 0.17%
+5,580
90
$291K 0.16%
+9,600
91
$283K 0.16%
+5,350
92
$281K 0.16%
+2,974
93
$255K 0.14%
+14,806
94
$249K 0.14%
+3,507
95
$238K 0.13%
+3,174
96
$235K 0.13%
+2,224
97
$232K 0.13%
+2,732
98
$174K 0.1%
+15,425
99
$157K 0.09%
11,373
-383
100
$148K 0.08%
+4,775
2 3
4
5 6