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
$207M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$3.1M
3
+$2.72M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.71M
5
BA icon
Boeing
BA
+$2.49M

Top Sells

1
+$3.97M
2
+$3.34M
3
+$2.35M
4
UPS icon
United Parcel Service
UPS
+$2.07M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.02M

Sector Composition

1 Industrials 8.25%
2 Technology 8.1%
3 Healthcare 7.12%
4 Financials 6.93%
5 Energy 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-2,974
127
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-16,435
128
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-24,608
129
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-45,006
130
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-2,224
131
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-21,279
132
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-2,732
133
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-44,380
134
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-11,819
135
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-49,388
136
– –
-1,580
137
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-3,507
2 3 4 5
6