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
$223M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.89M
3
+$3.86M
4
TIBX
TIBCO SOFTWARE INC
TIBX
+$3.85M
5
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$3.72M

Top Sells

1
+$4.47M
2
+$3.81M
3
+$3.27M
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$3.11M
5
IYZ icon
iShares US Telecommunications ETF
IYZ
+$3.1M

Sector Composition

1 Healthcare 8.71%
2 Financials 7.86%
3 Industrials 7.36%
4 Consumer Discretionary 7.31%
5 Technology 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$326K 0.15%
14,150
-6,200
102
$310K 0.14%
13,372
-89
103
$303K 0.14%
9,600
104
$288K 0.13%
5,350
105
$286K 0.13%
1,895
+795
106
$279K 0.13%
4,640
-593
107
$276K 0.12%
+7,689
108
$265K 0.12%
11,330
-538
109
$262K 0.12%
3,787
+405
110
$261K 0.12%
2,224
-40
111
$259K 0.12%
+2,353
112
$254K 0.11%
7,947
+500
113
$245K 0.11%
2,940
+137
114
$244K 0.11%
+3,086
115
$244K 0.11%
2,024
-17,583
116
$243K 0.11%
2,394
-409
117
$242K 0.11%
+2,384
118
$235K 0.11%
3,569
119
$229K 0.1%
+7,002
120
$213K 0.1%
+3,680
121
$209K 0.09%
+4,082
122
$209K 0.09%
+3,867
123
$206K 0.09%
+5,325
124
$204K 0.09%
10,000
125
$188K 0.08%
11,000
2 3 4
5
6