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
$224M
AUM Growth
-$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.15M
3
+$3.5M
4
XOM icon
Exxon Mobil
XOM
+$3.48M
5
AMZN icon
Amazon
AMZN
+$3.16M

Top Sells

1
+$5.96M
2
+$4.61M
3
+$3.44M
4
COF icon
Capital One
COF
+$3.26M
5
AMT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6K ﹤0.01%
2
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