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
$224M
AUM Growth
-$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.15M
3
+$3.5M
4
XOM icon
Exxon Mobil
XOM
+$3.48M
5
AMZN icon
Amazon
AMZN
+$3.16M

Top Sells

1
+$5.96M
2
+$4.61M
3
+$3.44M
4
COF icon
Capital One
COF
+$3.26M
5
AMT icon
American Tower
AMT
+$3.25M

Sector Composition

1 Healthcare 10.03%
2 Consumer Discretionary 8.87%
3 Industrials 6.66%
4 Technology 6.47%
5 Utilities 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$566K 0.25%
5,236
+453
77
$537K 0.24%
18,148
+120
78
$515K 0.23%
6,727
+23
79
$506K 0.23%
12,320
-833
80
$503K 0.22%
7,982
+390
81
$469K 0.21%
4,577
-162
82
$467K 0.21%
+26,500
83
$454K 0.2%
8,958
+3
84
$442K 0.2%
3,481
-27,093
85
$442K 0.2%
5,487
-310
86
$422K 0.19%
23,613
+4,188
87
$406K 0.18%
32,739
-3,877
88
$392K 0.17%
17,187
-135,726
89
$381K 0.17%
6,661
-2,569
90
$377K 0.17%
3,113
+175
91
$361K 0.16%
14,653
+2,958
92
$361K 0.16%
+14,111
93
$358K 0.16%
11,081
+1,305
94
$354K 0.16%
7,185
-100
95
$345K 0.15%
3,849
-325
96
$342K 0.15%
5,359
+180
97
$335K 0.15%
13,557
98
$333K 0.15%
11,500
99
$325K 0.15%
4,000
-2,020
100
$294K 0.13%
21,730
-5,259
2 3
4
5 6