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
$373M
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$12.6M
3
+$12.3M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$12.1M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.4M

Top Sells

1
+$5.25M
2
+$5.14M
3
+$5.04M
4
GE icon
GE Aerospace
GE
+$2.91M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.25M

Sector Composition

1 Technology 8.55%
2 Financials 8.19%
3 Industrials 8.07%
4 Communication Services 6.46%
5 Healthcare 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.22M 0.33%
27,113
+2
77
$1.21M 0.32%
6,084
+410
78
$1.19M 0.32%
17,120
+2,561
79
$1.14M 0.31%
11,169
-305
80
$1.14M 0.31%
+74,065
81
$1.12M 0.3%
+13,231
82
$1.11M 0.3%
9,741
+5,646
83
$1.1M 0.3%
103,866
+55,224
84
$1.09M 0.29%
3,699
+1,607
85
$1.08M 0.29%
18,345
-7,828
86
$1.01M 0.27%
18,343
+3,093
87
$992K 0.27%
6,673
-8,742
88
$945K 0.25%
20,591
-1,826
89
$933K 0.25%
7,615
-20
90
$909K 0.24%
31,168
+5,190
91
$890K 0.24%
6,069
+96
92
$878K 0.24%
18,455
-2,900
93
$868K 0.23%
8,211
+4,624
94
$843K 0.23%
+23,366
95
$836K 0.22%
9,904
+1,731
96
$835K 0.22%
+24,413
97
$835K 0.22%
+7,805
98
$795K 0.21%
+21,848
99
$795K 0.21%
+5,101
100
$775K 0.21%
5,550
-24
2 3
4
5 6