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
$378M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.98M
3
+$4.22M
4
LNG icon
Cheniere Energy
LNG
+$3.75M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.32M

Top Sells

1
+$7.25M
2
+$3.05M
3
+$2.35M
4
SBUX icon
Starbucks
SBUX
+$2.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.16M

Sector Composition

1 Technology 9.92%
2 Industrials 6.83%
3 Financials 6.8%
4 Healthcare 6.33%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.3M 0.34%
6,695
-1,519
77
$1.23M 0.32%
6,278
+202
78
$1.2M 0.32%
17,599
-1,885
79
$1.19M 0.31%
7,815
+283
80
$1.17M 0.31%
23,206
-2,571
81
$1.16M 0.31%
26,820
+20,185
82
$1.15M 0.3%
6,154
-81
83
$1.1M 0.29%
25,051
-427
84
$1.1M 0.29%
25,577
+16,200
85
$1.09M 0.29%
11,034
+115
86
$1.08M 0.29%
21,150
-100
87
$1.07M 0.28%
25,040
-1,023
88
$1.07M 0.28%
11,277
-420
89
$1.07M 0.28%
10,103
-187
90
$1.06M 0.28%
12,408
+1,737
91
$1.06M 0.28%
9,699
+6,264
92
$1.02M 0.27%
7,774
+615
93
$975K 0.26%
63,092
-12,917
94
$963K 0.25%
27,245
+2,016
95
$952K 0.25%
7,634
+10
96
$950K 0.25%
12,076
+1,814
97
$949K 0.25%
13,596
+1,378
98
$943K 0.25%
35,510
-27,031
99
$909K 0.24%
2,708
+38
100
$909K 0.24%
11,530
+799
2 3
4
5 6