UAS
United Asset Strategies Portfolio holdings
AUM
$1.17B
This Quarter Return
+0.92%
1 Year Return
+21.79%
3 Year Return
+89.36%
5 Year Return
+150.05%
10 Year Return
+294.09%
AUM
$224M
AUM Growth
+$224M
(+3.8%)
Cap. Flow
+$9.76M
Cap. Flow
% of AUM
4.36%
Top 10 Holdings %
Top 10 Hldgs %
29.39%
Holding
136
New
22
Increased
51
Reduced
49
Closed
8
Top Buys
| 1 |
Bath & Body Works
BBWI
|
$3.95M |
| 2 |
United Natural Foods
UNFI
|
$3.12M |
| 3 |
Jacobs Solutions
J
|
$2.63M |
| 4 |
Marathon Petroleum
MPC
|
$1.82M |
| 5 |
Evercore
EVR
|
$1.35M |
Top Sells
| 1 |
Amplify Cybersecurity ETF
HACK
|
$3.63M |
| 2 |
Caterpillar
CAT
|
$1.6M |
| 3 |
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
|
$1.41M |
| 4 |
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
|
$1.07M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$965K |
Sector Composition
| 1 | Healthcare | 9.31% |
| 2 | Technology | 8.49% |
| 3 | Financials | 8.3% |
| 4 | Industrials | 6.93% |
| 5 | Consumer Discretionary | 6.73% |
