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
$373M
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$12.6M
3
+$12.3M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$12.1M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.4M

Top Sells

1
+$5.25M
2
+$5.14M
3
+$5.04M
4
GE icon
GE Aerospace
GE
+$2.91M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.25M

Sector Composition

1 Technology 8.55%
2 Financials 8.19%
3 Industrials 8.07%
4 Communication Services 6.46%
5 Healthcare 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$469K 0.13%
27,679
-5,215
127
$462K 0.12%
+5,075
128
$462K 0.12%
2,683
+833
129
$454K 0.12%
17,122
-996
130
$451K 0.12%
3,760
131
$451K 0.12%
10,975
-710
132
$447K 0.12%
2,240
-55
133
$431K 0.12%
+2,145
134
$431K 0.12%
4,310
-150
135
$426K 0.11%
6,808
+775
136
$424K 0.11%
+7,863
137
$420K 0.11%
2,070
-85
138
$417K 0.11%
+10,896
139
$410K 0.11%
5,081
-44
140
$409K 0.11%
6,811
+619
141
$406K 0.11%
+4,675
142
$405K 0.11%
+2,056
143
$399K 0.11%
11,076
-439
144
$395K 0.11%
2,587
-20
145
$391K 0.1%
6,488
-660
146
$387K 0.1%
2,070
-210
147
$384K 0.1%
2,176
-214
148
$376K 0.1%
+8,478
149
$369K 0.1%
4,403
+241
150
$369K 0.1%
20,040
-2,800
4 5
6
7 8