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UAS

United Asset Strategies Portfolio holdings

AUM $1.26B
1-Year Est. Return 24.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
-$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.56M
3
+$6.1M
4
AMZN icon
Amazon
AMZN
+$4.2M
5
SBUX icon
Starbucks
SBUX
+$3.96M

Top Sells

1
+$8.05M
2
+$7.32M
3
+$5.84M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$5.73M
5
MCK icon
McKesson
MCK
+$3.59M

Sector Composition

1 Technology 22.93%
2 Financials 10.43%
3 Healthcare 9.1%
4 Communication Services 8.76%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROST icon
101
Ross Stores
ROST
$73B
$1.85M 0.15%
8,559
-484
NEE icon
102
NextEra Energy
NEE
$175B
$1.83M 0.15%
19,712
-550
SPY icon
103
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$1.77M 0.14%
2,727
-85
LOW icon
104
Lowe's Companies
LOW
$117B
$1.66M 0.13%
7,046
+74
IEF icon
105
iShares 7-10 Year Treasury Bond ETF
IEF
$46.8B
$1.66M 0.13%
17,357
+2,645
KO icon
106
Coca-Cola
KO
$342B
$1.65M 0.13%
21,669
+199
TROW icon
107
T. Rowe Price
TROW
$22.6B
$1.63M 0.13%
18,065
+580
CAT icon
108
Caterpillar
CAT
$422B
$1.63M 0.13%
2,295
-39
PAYX icon
109
Paychex
PAYX
$35.4B
$1.6M 0.13%
17,318
+777
SYY icon
110
Sysco
SYY
$36.6B
$1.52M 0.12%
21,350
-2,514
XLB icon
111
State Street Materials Select Sector SPDR ETF
XLB
$7.63B
$1.49M 0.12%
29,804
-116,473
SPGI icon
112
S&P Global
SPGI
$123B
$1.39M 0.11%
3,277
-45
WMT icon
113
Walmart Inc
WMT
$954B
$1.38M 0.11%
11,127
-1,414
WMB icon
114
Williams Companies
WMB
$87.6B
$1.37M 0.11%
18,762
-1,286
ANET icon
115
Arista Networks
ANET
$197B
$1.33M 0.11%
10,857
+4,546
CSCO icon
116
Cisco
CSCO
$489B
$1.33M 0.11%
17,135
+237
VRTX icon
117
Vertex Pharmaceuticals
VRTX
$112B
$1.32M 0.11%
2,965
-45
FTNT icon
118
Fortinet
FTNT
$105B
$1.32M 0.11%
16,165
-13,323
VST icon
119
Vistra
VST
$49.5B
$1.32M 0.11%
8,785
-1,726
QCOM icon
120
Qualcomm
QCOM
$230B
$1.29M 0.1%
10,051
-8
SMDV icon
121
ProShares Russell 2000 Dividend Growers ETF
SMDV
$658M
$1.25M 0.1%
18,164
+1,256
ZTS icon
122
Zoetis
ZTS
$33B
$1.25M 0.1%
10,549
+842
ACN icon
123
Accenture
ACN
$107B
$1.24M 0.1%
6,259
-154
NKE icon
124
Nike
NKE
$64B
$1.2M 0.1%
22,715
-424
MU icon
125
Micron Technology
MU
$1.07T
$1.19M 0.09%
3,527
-5,618
3 4
5
6 7