UAS
United Asset Strategies Portfolio holdings
AUM
$1.17B
1-Year Return
21.79%
This Quarter Return
+1.86%
1 Year Return
+21.79%
3 Year Return
+89.36%
5 Year Return
+150.05%
10 Year Return
+294.09%
AUM
$337M
AUM Growth
+$9.18M
(+2.8%)
Cap. Flow
+$3.54M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
27.92%
Holding
164
New
18
Increased
63
Reduced
60
Closed
14
Top Buys
| 1 |
Qualcomm
QCOM
|
$5.25M |
| 2 |
Leggett & Platt
LEG
|
$4.7M |
| 3 |
Jacobs Solutions
J
|
$2.37M |
| 4 |
American International
AIG
|
$2.05M |
| 5 |
Nucor
NUE
|
$1.32M |
Top Sells
| 1 |
Kroger
KR
|
$4.93M |
| 2 |
Apple
AAPL
|
$4.25M |
| 3 |
SPDR S&P Biotech ETF
XBI
|
$3.38M |
| 4 |
Palo Alto Networks
PANW
|
$1.74M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.59M |
Sector Composition
| 1 | Industrials | 8.38% |
| 2 | Technology | 7.95% |
| 3 | Financials | 7.62% |
| 4 | Healthcare | 7.12% |
| 5 | Consumer Discretionary | 6.02% |
