UAS

United Asset Strategies Portfolio holdings

AUM $1.3B
1-Year Est. Return 22.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.25M
3
+$1.54M
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$1.45M
5
EMN icon
Eastman Chemical
EMN
+$1.38M

Top Sells

1
+$6.04M
2
+$6.02M
3
+$4.24M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.98M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.33M

Sector Composition

1 Industrials 14.19%
2 Technology 9.02%
3 Healthcare 7.1%
4 Consumer Staples 5.41%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-213,122
102
– –
-199,232
103
– –
-1,571
1 2 3 4
5