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
$176M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$4.64M
3
+$1.34M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.23M
5
NUE icon
Nucor
NUE
+$1.1M

Top Sells

1
+$13.5M
2
+$12.9M
3
+$11.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.45M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$8.16M

Sector Composition

1 Technology 15.18%
2 Industrials 13.79%
3 Healthcare 13.47%
4 Consumer Discretionary 11.1%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$445K 0.25%
3,051
+1,360
77
$442K 0.25%
+4,095
78
$438K 0.25%
2,977
-5,726
79
$423K 0.24%
+22,840
80
$421K 0.24%
+22,775
81
$419K 0.24%
3,760
82
$411K 0.23%
+11,515
83
$410K 0.23%
+4,460
84
$408K 0.23%
+2,280
85
$407K 0.23%
5,103
-3,538
86
$405K 0.23%
+7,148
87
$404K 0.23%
+5,478
88
$404K 0.23%
+6,192
89
$403K 0.23%
+2,155
90
$402K 0.23%
+2,390
91
$402K 0.23%
+2,295
92
$398K 0.23%
3,587
+853
93
$397K 0.23%
+7,845
94
$397K 0.23%
+5,125
95
$392K 0.22%
+14,070
96
$381K 0.22%
+15,700
97
$373K 0.21%
+2,607
98
$370K 0.21%
+4,790
99
$351K 0.2%
4,162
-2,276
100
$339K 0.19%
+4,655
2 3
4
5 6