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
$177M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Sells

1 +$10.4M
2 +$7.93M
3 +$4.08M
4
UNH icon
UnitedHealth
UNH
+$3.1M
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$2.96M

Sector Composition

1 Industrials 11.4%
2 Technology 8.92%
3 Healthcare 8.19%
4 Financials 7.65%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,163
127
-3,680
128
-4,498
129
-15,824
130
-70,139
131
-7,318
132
-14,000
133
-36,718
134
-71,577