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
$378M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.98M
3
+$4.22M
4
LNG icon
Cheniere Energy
LNG
+$3.75M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.32M

Top Sells

1
+$7.25M
2
+$3.05M
3
+$2.35M
4
SBUX icon
Starbucks
SBUX
+$2.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.16M

Sector Composition

1 Technology 9.92%
2 Industrials 6.83%
3 Financials 6.8%
4 Healthcare 6.33%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$902K 0.24%
+9,645
102
$901K 0.24%
29,864
+8,247
103
$890K 0.24%
5,186
-6,084
104
$816K 0.22%
15,888
-4,495
105
$816K 0.22%
14,620
-180
106
$781K 0.21%
+42,460
107
$778K 0.21%
12,009
+1,342
108
$762K 0.2%
23,785
+15,501
109
$755K 0.2%
18,092
+64
110
$754K 0.2%
18,312
-512
111
$719K 0.19%
5,925
+305
112
$701K 0.19%
8,797
+1,339
113
$699K 0.18%
6,361
-195
114
$695K 0.18%
14,596
+2,326
115
$685K 0.18%
2,791
+115
116
$683K 0.18%
8,755
+180
117
$669K 0.18%
9,614
+388
118
$659K 0.17%
7,963
-87,575
119
$657K 0.17%
23,299
-2,490
120
$650K 0.17%
11,419
+1,016
121
$650K 0.17%
73,830
-1,200
122
$644K 0.17%
+8,789
123
$632K 0.17%
18,886
+3,074
124
$613K 0.16%
4,518
+86
125
$588K 0.16%
17,664
+11,252
3 4
5
6 7