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
$339M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.26M
3
+$2.93M
4
XME icon
SPDR S&P Metals & Mining ETF
XME
+$2.92M
5
DOC icon
Healthpeak Properties
DOC
+$2.92M

Top Sells

1
+$7.27M
2
+$6.45M
3
+$6.36M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.64M
5
NUE icon
Nucor
NUE
+$4.44M

Sector Composition

1 Technology 9.93%
2 Industrials 7.2%
3 Financials 6.79%
4 Communication Services 6.54%
5 Healthcare 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.33%
76,009
+1,944
77
$1.11M 0.33%
20,383
+2,040
78
$1.11M 0.33%
25,478
+4,887
79
$1.11M 0.33%
7,532
+859
80
$1.09M 0.32%
24,614
-15,688
81
$1.08M 0.32%
6,076
-385
82
$1.08M 0.32%
+21,250
83
$1.08M 0.32%
10,290
-3,510
84
$1.05M 0.31%
33,846
-9,755
85
$1.05M 0.31%
10,919
-250
86
$1.03M 0.3%
11,697
-1,534
87
$992K 0.29%
25,229
+11,957
88
$961K 0.28%
16,525
-1,820
89
$952K 0.28%
33,066
+1,898
90
$924K 0.27%
7,624
+9
91
$876K 0.26%
7,965
+160
92
$875K 0.26%
2,670
-1,029
93
$862K 0.25%
10,731
+5,650
94
$850K 0.25%
14,979
-22,059
95
$830K 0.24%
5,186
+85
96
$826K 0.24%
10,671
+767
97
$813K 0.24%
10,262
+1,168
98
$785K 0.23%
18,824
+369
99
$773K 0.23%
25,789
+925
100
$765K 0.23%
10,667
+886
2 3
4
5 6