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
$717M
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$9.17M
2
+$8.68M
3
+$8.18M
4
LMT icon
Lockheed Martin
LMT
+$7.8M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$4.61M

Top Sells

1
+$13.2M
2
+$8.33M
3
+$6.26M
4
GLD icon
SPDR Gold Trust
GLD
+$5.88M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.84M

Sector Composition

1 Technology 17.61%
2 Healthcare 13.07%
3 Financials 9.54%
4 Industrials 7.18%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.37M 0.19%
2,925
-159
102
$1.36M 0.19%
4,252
-139
103
$1.3M 0.18%
9,897
+936
104
$1.28M 0.18%
11,336
+124
105
$1.27M 0.18%
7,686
-1,593
106
$1.27M 0.18%
5,329
+49
107
$1.27M 0.18%
26,847
+2,913
108
$1.27M 0.18%
18,063
-376
109
$1.25M 0.17%
9,612
+190
110
$1.24M 0.17%
8,411
+605
111
$1.24M 0.17%
615
+10
112
$1.24M 0.17%
2,414
-12
113
$1.23M 0.17%
+12,168
114
$1.22M 0.17%
9,014
+1,262
115
$1.22M 0.17%
+13,423
116
$1.2M 0.17%
8,058
+45
117
$1.19M 0.17%
7,407
-1,120
118
$1.18M 0.16%
33,290
-3,481
119
$1.17M 0.16%
23,852
-147
120
$1.16M 0.16%
6,594
-943
121
$1.14M 0.16%
9,263
+232
122
$1.13M 0.16%
8,787
+24
123
$1.13M 0.16%
10,375
+711
124
$1.13M 0.16%
17,138
+10,325
125
$1.12M 0.16%
+19,020
3 4
5
6 7