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
$337M
AUM Growth
+$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$4.7M
3
+$2.37M
4
AIG icon
American International
AIG
+$2.05M
5
NUE icon
Nucor
NUE
+$1.32M

Top Sells

1
+$4.93M
2
+$4.25M
3
+$3.38M
4
PANW icon
Palo Alto Networks
PANW
+$1.74M
5
BIL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$271K 0.08%
2,175
+179
127
$266K 0.08%
33,040
+2,500
128
$265K 0.08%
21,045
-1,604
129
$260K 0.08%
+3,388
130
$258K 0.08%
+4,985
131
$254K 0.08%
8,410
-1,875
132
$251K 0.07%
4,675
-212
133
$250K 0.07%
3,264
134
$248K 0.07%
2,418
-19
135
$236K 0.07%
4,227
-59
136
$232K 0.07%
1,814
+1
137
$222K 0.07%
5,150
138
$220K 0.07%
+1,691
139
$220K 0.07%
4,599
-12
140
$215K 0.06%
4,360
-1,055
141
$212K 0.06%
8,258
+351
142
$210K 0.06%
8,000
143
$210K 0.06%
+1,374
144
$202K 0.06%
+8,014
145
$200K 0.06%
1,420
-460
146
$196K 0.06%
10,275
-300
147
$183K 0.05%
11,120
-2,800
148
$127K 0.04%
+10,595
149
$79K 0.02%
1,163
150
$4K ﹤0.01%
2
3 4 5
6
7