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UAS

United Asset Strategies Portfolio holdings

AUM $1.26B
1-Year Est. Return 24.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4.36M
3
+$4.13M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$3.69M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.58M

Top Sells

1
+$4.72M
2
+$4.23M
3
+$3.92M
4
HAIN icon
Hain Celestial
HAIN
+$3.89M
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$3.86M

Sector Composition

1 Healthcare 9.21%
2 Technology 9.06%
3 Industrials 7.47%
4 Consumer Discretionary 7.04%
5 Financials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$144K 0.06%
10,804
-7
127
$138K 0.06%
4,306
-322
128
$7K ﹤0.01%
+2
129
– –
-6,661
130
– –
-177,639
131
– –
-148,418
132
– –
-7,002
133
– –
-76,090
134
– –
-84,132
135
– –
-41,944
136
– –
-98,509
137
– –
-3,086
138
– –
-2,394
139
– –
-69,530
140
– –
-25,081
141
– –
-15,860
142
– –
-126,345
143
– –
-2,384
144
– –
-13,372
145
– –
-11,935
146
– –
-162,840
147
– –
-26,099
148
– –
-43,221
149
– –
-11,391
150
– –
-5,936
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