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
$177M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$6.68M
3
+$4.89M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.46M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.22M

Top Sells

1
+$10.4M
2
+$7.93M
3
+$4.08M
4
UNH icon
UnitedHealth
UNH
+$3.1M
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$2.96M

Sector Composition

1 Industrials 11.4%
2 Technology 8.92%
3 Healthcare 8.19%
4 Financials 7.65%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
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