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
$230M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$2.2M
3
+$1.94M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.58M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$1.57M

Top Sells

1
+$5.36M
2
+$2.33M
3
+$1.85M
4
AAPL icon
Apple
AAPL
+$1.49M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.19M

Sector Composition

1 Healthcare 9.03%
2 Financials 8.56%
3 Industrials 7.55%
4 Consumer Discretionary 7.42%
5 Technology 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$354K 0.15%
4,174
-329
102
$353K 0.15%
2,938
+432
103
$348K 0.15%
7,285
-38,778
104
$337K 0.15%
+9,776
105
$335K 0.15%
+9,920
106
$330K 0.14%
13,557
107
$330K 0.14%
+11,500
108
$306K 0.13%
8,832
-580
109
$306K 0.13%
8,987
-1,993
110
$299K 0.13%
11,695
-1,493
111
$290K 0.13%
19,425
-33,743
112
$286K 0.12%
37,325
+2,000
113
$284K 0.12%
5,840
+800
114
$267K 0.12%
2,560
-510
115
$264K 0.11%
+5,528
116
$261K 0.11%
1,027
117
$248K 0.11%
2,819
-424
118
$247K 0.11%
5,600
-225
119
$246K 0.11%
8,985
+1,435
120
$244K 0.11%
12,150
-500
121
$224K 0.1%
3,317
122
$222K 0.1%
3,272
-835
123
$219K 0.1%
5,650
+500
124
$218K 0.09%
19,691
-2,750
125
$214K 0.09%
+5,450
2 3 4
5
6