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
$207M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$3.1M
3
+$2.72M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.71M
5
BA icon
Boeing
BA
+$2.49M

Top Sells

1
+$3.97M
2
+$3.34M
3
+$2.35M
4
UPS icon
United Parcel Service
UPS
+$2.07M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.02M

Sector Composition

1 Industrials 8.25%
2 Technology 8.1%
3 Healthcare 7.12%
4 Financials 6.93%
5 Energy 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$596K 0.29%
8,908
+962
77
$591K 0.29%
7,303
+108
78
$527K 0.25%
11,531
+960
79
$518K 0.25%
20,350
-3,000
80
$504K 0.24%
8,400
+400
81
$498K 0.24%
4,195
-1,211
82
$465K 0.22%
5,206
+407
83
$446K 0.22%
+4,385
84
$443K 0.21%
17,288
+760
85
$401K 0.19%
9,624
+645
86
$398K 0.19%
10,160
87
$376K 0.18%
4,787
+246
88
$376K 0.18%
6,455
-75
89
$364K 0.18%
+11,616
90
$364K 0.18%
6,600
+1,020
91
$358K 0.17%
5,000
92
$352K 0.17%
46,830
+5,125
93
$331K 0.16%
+2,803
94
$329K 0.16%
+23,878
95
$327K 0.16%
9,600
96
$321K 0.16%
+15,435
97
$320K 0.15%
13,461
-608
98
$320K 0.15%
10,325
99
$306K 0.15%
+11,868
100
$302K 0.15%
5,233
-154
2 3
4
5 6