UAS
United Asset Strategies Portfolio holdings
AUM
$1.17B
This Quarter Return
+1.39%
1 Year Return
+21.79%
3 Year Return
+89.36%
5 Year Return
+150.05%
10 Year Return
+294.09%
AUM
$224M
AUM Growth
+$224M
(-2.7%)
Cap. Flow
-$8.13M
Cap. Flow
% of AUM
-3.62%
Top 10 Holdings %
Top 10 Hldgs %
31.84%
Holding
144
New
7
Increased
55
Reduced
54
Closed
18
Top Buys
| 1 |
Apple
AAPL
|
$5.68M |
| 2 |
Crown Castle
CCI
|
$4.15M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$3.5M |
| 4 |
Exxon Mobil
XOM
|
$3.48M |
| 5 |
Amazon
AMZN
|
$3.16M |
Top Sells
| 1 |
ProShares UltraShort S&P500
SDS
|
$5.96M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$4.61M |
| 3 |
Boeing
BA
|
$3.44M |
| 4 |
Capital One
COF
|
$3.26M |
| 5 |
American Tower
AMT
|
$3.25M |
Sector Composition
| 1 | Healthcare | 10.03% |
| 2 | Consumer Discretionary | 8.87% |
| 3 | Industrials | 6.66% |
| 4 | Technology | 6.47% |
| 5 | Utilities | 5.74% |
