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
$216M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.9M
3
+$2.74M
4
HST icon
Host Hotels & Resorts
HST
+$2.72M
5
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
+$2.28M

Top Sells

1
+$4.42M
2
+$4.21M
3
+$3.59M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.3M
5
TJX icon
TJX Companies
TJX
+$2.98M

Sector Composition

1 Healthcare 9.04%
2 Technology 8.09%
3 Financials 7.57%
4 Industrials 6.2%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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139
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140
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