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
$373M
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$12.6M
3
+$12.3M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$12.1M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.4M

Top Sells

1
+$5.25M
2
+$5.14M
3
+$5.04M
4
GE icon
GE Aerospace
GE
+$2.91M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.25M

Sector Composition

1 Technology 8.55%
2 Financials 8.19%
3 Industrials 8.07%
4 Communication Services 6.46%
5 Healthcare 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$768K 0.21%
+6,721
102
$764K 0.2%
+74,920
103
$764K 0.2%
8,991
+1,221
104
$741K 0.2%
10,536
+5
105
$738K 0.2%
9,781
+5,126
106
$734K 0.2%
24,864
+1,259
107
$730K 0.2%
9,094
+1,416
108
$720K 0.19%
+22,725
109
$688K 0.18%
+17,628
110
$677K 0.18%
4,297
+52
111
$671K 0.18%
+12,227
112
$656K 0.18%
+6,145
113
$624K 0.17%
4,903
+615
114
$608K 0.16%
+10,335
115
$604K 0.16%
+31,835
116
$570K 0.15%
11,500
117
$566K 0.15%
+9,437
118
$563K 0.15%
+1,081
119
$553K 0.15%
3,531
-299
120
$551K 0.15%
+14,469
121
$538K 0.14%
2,441
-260
122
$511K 0.14%
12,900
-50
123
$506K 0.14%
+13,272
124
$500K 0.13%
+3,997
125
$495K 0.13%
3,679
-184
3 4
5
6 7