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
$750M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$11.3M
3
+$3.63M
4
WFC icon
Wells Fargo
WFC
+$3.43M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.91M

Top Sells

1
+$9.61M
2
+$7.69M
3
+$4.6M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.37M
5
BAC icon
Bank of America
BAC
+$4.25M

Sector Composition

1 Technology 16.86%
2 Healthcare 9.94%
3 Financials 9.23%
4 Communication Services 8.87%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.18M 0.16%
6,076
+4,995
102
$1.17M 0.16%
+12,108
103
$1.17M 0.16%
71,629
-218
104
$1.14M 0.15%
4,726
-588
105
$1.11M 0.15%
5,686
+351
106
$1.11M 0.15%
6,290
+384
107
$1.09M 0.15%
3,361
+183
108
$1.09M 0.15%
13,993
-86
109
$1.07M 0.14%
+18,292
110
$1.03M 0.14%
7,551
+652
111
$1M 0.13%
12,017
+938
112
$989K 0.13%
10,170
+1,553
113
$979K 0.13%
+10,261
114
$972K 0.13%
21,402
+2,301
115
$957K 0.13%
+4,372
116
$957K 0.13%
26,014
-30
117
$941K 0.13%
+8,216
118
$939K 0.13%
3,012
+328
119
$917K 0.12%
8,105
+916
120
$915K 0.12%
+2,980
121
$912K 0.12%
2,059
+215
122
$902K 0.12%
8,410
+891
123
$901K 0.12%
+12,030
124
$840K 0.11%
22,571
-31
125
$835K 0.11%
6,167
-230
3 4
5
6 7