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
$750M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$11.3M
3
+$3.63M
4
WFC icon
Wells Fargo
WFC
+$3.43M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.91M

Top Sells

1
+$9.61M
2
+$7.69M
3
+$4.6M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.37M
5
BAC icon
Bank of America
BAC
+$4.25M

Sector Composition

1 Technology 16.86%
2 Healthcare 9.94%
3 Financials 9.23%
4 Communication Services 8.87%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.91M 0.25%
22,386
-38
77
$1.87M 0.25%
39,611
+377
78
$1.86M 0.25%
33,222
+608
79
$1.86M 0.25%
9,075
+457
80
$1.85M 0.25%
4,887
+43
81
$1.83M 0.24%
27,906
+4,798
82
$1.76M 0.23%
16,563
+7,953
83
$1.76M 0.23%
29,376
-33
84
$1.69M 0.23%
13,480
-60
85
$1.61M 0.21%
28,728
+949
86
$1.56M 0.21%
28,037
+1,068
87
$1.53M 0.2%
15,425
+660
88
$1.52M 0.2%
14,132
+56
89
$1.51M 0.2%
21,613
+1,381
90
$1.51M 0.2%
13,076
+1,083
91
$1.49M 0.2%
16,248
-47,775
92
$1.41M 0.19%
10,045
+849
93
$1.4M 0.19%
3,960
-274
94
$1.4M 0.19%
5,036
+106
95
$1.38M 0.18%
19,482
+846
96
$1.32M 0.18%
6,788
+88
97
$1.32M 0.18%
27,655
+905
98
$1.31M 0.18%
30,502
-223,284
99
$1.24M 0.16%
2,420
+65
100
$1.22M 0.16%
5,105
+15
2 3
4
5 6