UAS
United Asset Strategies Portfolio holdings
AUM
$1.17B
This Quarter Return
+0.45%
1 Year Return
+21.79%
3 Year Return
+89.36%
5 Year Return
+150.05%
10 Year Return
+294.09%
AUM
$216M
AUM Growth
+$216M
(-7.8%)
Cap. Flow
-$24.3M
Cap. Flow
% of AUM
-11.25%
Top 10 Holdings %
Top 10 Hldgs %
30.8%
Holding
140
New
12
Increased
41
Reduced
56
Closed
26
Top Buys
| 1 |
Amplify Cybersecurity ETF
HACK
|
$3.63M |
| 2 |
PPL Corp
PPL
|
$2.9M |
| 3 |
AbbVie
ABBV
|
$2.74M |
| 4 |
Host Hotels & Resorts
HST
|
$2.72M |
| 5 |
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
|
$2.28M |
Top Sells
| 1 |
Melco Resorts & Entertainment
MLCO
|
$4.43M |
| 2 |
TPC
Tutor Perini Corporation
TPC
|
$4.21M |
| 3 |
Walmart
WMT
|
$3.59M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$3.3M |
| 5 |
TJX Companies
TJX
|
$2.98M |
Sector Composition
| 1 | Healthcare | 9.04% |
| 2 | Technology | 8.09% |
| 3 | Financials | 7.57% |
| 4 | Industrials | 6.2% |
| 5 | Energy | 5.67% |
