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
$286M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$5.02M
3
+$4.79M
4
SLB icon
SLB Limited
SLB
+$4.34M
5
KR icon
Kroger
KR
+$4.26M

Top Sells

1
+$5.55M
2
+$5.36M
3
+$4.14M
4
SBUX icon
Starbucks
SBUX
+$3.27M
5
EMN icon
Eastman Chemical
EMN
+$2.91M

Sector Composition

1 Technology 8.12%
2 Industrials 7.53%
3 Consumer Discretionary 7.27%
4 Communication Services 6.5%
5 Financials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$408K 0.14%
6,849
+348
102
$392K 0.14%
6,196
+1,345
103
$378K 0.13%
28,339
-1,242
104
$362K 0.13%
9,202
-420
105
$358K 0.13%
2,767
-2,322
106
$356K 0.12%
4,239
+170
107
$325K 0.11%
13,691
-280
108
$293K 0.1%
10,285
109
$287K 0.1%
6,760
-425
110
$285K 0.1%
6,278
+1,542
111
$285K 0.1%
5,675
-165
112
$285K 0.1%
6,674
-1,299
113
$284K 0.1%
2,922
+225
114
$271K 0.09%
3,076
-109
115
$266K 0.09%
+2,100
116
$264K 0.09%
11,650
117
$258K 0.09%
8,383
+30
118
$253K 0.09%
3,407
-399
119
$251K 0.09%
8,000
120
$250K 0.09%
9,963
-1,400
121
$249K 0.09%
4,721
-999
122
$245K 0.09%
2,963
-183
123
$244K 0.09%
+2,473
124
$242K 0.08%
4,726
125
$237K 0.08%
5,672
+22
3 4
5
6 7