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
$158M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$2.67M
2 +$2.43M
3 +$2.15M
4
CB
CHUBB CORPORATION
CB
+$1.83M
5
OXY icon
Occidental Petroleum
OXY
+$1.77M

Sector Composition

1 Industrials 10.73%
2 Technology 6.07%
3 Healthcare 5.44%
4 Consumer Staples 4.12%
5 Real Estate 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,860