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
$508M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.5M
3
+$6.83M
4
HON icon
Honeywell
HON
+$6.79M
5
TMUS icon
T-Mobile US
TMUS
+$5.66M

Top Sells

1
+$5.94M
2
+$5.4M
3
+$3.96M
4
EMR icon
Emerson Electric
EMR
+$2.18M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.98M

Sector Composition

1 Technology 14.38%
2 Communication Services 9.59%
3 Healthcare 8.95%
4 Consumer Staples 7.04%
5 Industrials 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.37M 0.27%
22,262
-3,815
77
$1.35M 0.27%
24,944
+4,824
78
$1.31M 0.26%
11,308
-184
79
$1.29M 0.25%
23,446
-428
80
$1.25M 0.25%
10,837
81
$1.23M 0.24%
5,585
+137
82
$1.19M 0.23%
19,155
-545
83
$1.19M 0.23%
16,800
-200
84
$1.16M 0.23%
15,279
+452
85
$1.12M 0.22%
+4,622
86
$1.09M 0.22%
29,992
+418
87
$1.09M 0.22%
5,966
+1,792
88
$1.08M 0.21%
76,622
-1,383
89
$1.05M 0.21%
9,378
-165
90
$1.01M 0.2%
6,050
+136
91
$984K 0.19%
7,280
-515
92
$984K 0.19%
5,731
-188
93
$962K 0.19%
3,884
-170
94
$961K 0.19%
5,382
-625
95
$948K 0.19%
10,942
-208
96
$904K 0.18%
6,429
+889
97
$883K 0.17%
10,628
-812
98
$866K 0.17%
6,056
-191
99
$861K 0.17%
+90,680
100
$851K 0.17%
7,796
-838
2 3
4
5 6