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
$224M
AUM Growth
-$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.15M
3
+$3.5M
4
XOM icon
Exxon Mobil
XOM
+$3.48M
5
AMZN icon
Amazon
AMZN
+$3.16M

Top Sells

1
+$5.96M
2
+$4.61M
3
+$3.44M
4
COF icon
Capital One
COF
+$3.26M
5
AMT icon
American Tower
AMT
+$3.25M

Sector Composition

1 Healthcare 10.03%
2 Consumer Discretionary 8.87%
3 Industrials 6.66%
4 Technology 6.47%
5 Utilities 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$293K 0.13%
5,806
-1,958
102
$290K 0.13%
8,064
-768
103
$288K 0.13%
5,840
104
$282K 0.13%
3,681
+409
105
$273K 0.12%
8,682
-305
106
$271K 0.12%
2,761
-58
107
$269K 0.12%
12,450
+300
108
$268K 0.12%
4,527
-1,094
109
$268K 0.12%
10,285
+1,300
110
$266K 0.12%
5,650
111
$262K 0.12%
33,325
-4,000
112
$257K 0.11%
977
-50
113
$256K 0.11%
8,519
+1,742
114
$255K 0.11%
+9,575
115
$249K 0.11%
3,317
116
$248K 0.11%
+2,222
117
$248K 0.11%
4,595
-2,214
118
$244K 0.11%
+4,726
119
$242K 0.11%
5,468
-132
120
$221K 0.1%
2,110
-450
121
$199K 0.09%
10,575
122
$152K 0.07%
11,120
+1,000
123
$146K 0.07%
15,425
124
$121K 0.05%
4,418
+1,275
125
$100K 0.04%
1,188
2 3 4
5
6