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
$230M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$2.2M
3
+$1.94M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.58M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$1.57M

Top Sells

1
+$5.36M
2
+$2.33M
3
+$1.85M
4
AAPL icon
Apple
AAPL
+$1.49M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.19M

Sector Composition

1 Healthcare 9.03%
2 Financials 8.56%
3 Industrials 7.55%
4 Consumer Discretionary 7.42%
5 Technology 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$698K 0.3%
25,962
-9,072
77
$657K 0.29%
+15,188
78
$654K 0.28%
11,781
+3,785
79
$629K 0.27%
7,275
+105
80
$618K 0.27%
5,457
+84
81
$591K 0.26%
64,860
+325
82
$542K 0.24%
9,230
+5,475
83
$494K 0.21%
13,153
-1,450
84
$491K 0.21%
4,783
+253
85
$473K 0.21%
4,739
86
$468K 0.2%
6,020
+50
87
$468K 0.2%
18,028
+424
88
$461K 0.2%
5,797
-1,880
89
$455K 0.2%
10,504
-204
90
$454K 0.2%
26,989
+5,768
91
$452K 0.2%
+8,955
92
$447K 0.19%
36,616
-1,901
93
$431K 0.19%
6,704
+25
94
$428K 0.19%
7,592
-2,234
95
$422K 0.18%
6,809
-329
96
$391K 0.17%
7,764
-717
97
$371K 0.16%
5,621
+971
98
$368K 0.16%
4,292
+995
99
$368K 0.16%
3,219
+1,195
100
$356K 0.15%
5,179
+674
2 3
4
5 6