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
$339M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.26M
3
+$2.93M
4
XME icon
SPDR S&P Metals & Mining ETF
XME
+$2.92M
5
DOC icon
Healthpeak Properties
DOC
+$2.92M

Top Sells

1
+$7.27M
2
+$6.45M
3
+$6.36M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.64M
5
NUE icon
Nucor
NUE
+$4.44M

Sector Composition

1 Technology 9.93%
2 Industrials 7.2%
3 Financials 6.79%
4 Communication Services 6.54%
5 Healthcare 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$474K 0.14%
4,596
+286
127
$472K 0.14%
12,775
-125
128
$470K 0.14%
+7,468
129
$468K 0.14%
4,102
+105
130
$466K 0.14%
19,035
+1,913
131
$456K 0.13%
+3,945
132
$453K 0.13%
+3,960
133
$449K 0.13%
5,410
+335
134
$443K 0.13%
9,377
-20,339
135
$443K 0.13%
+22,780
136
$437K 0.13%
2,792
+109
137
$432K 0.13%
2,230
+85
138
$431K 0.13%
2,350
+294
139
$430K 0.13%
11,500
140
$430K 0.13%
+12,525
141
$418K 0.12%
8,558
+80
142
$413K 0.12%
2,416
+176
143
$413K 0.12%
+8,240
144
$410K 0.12%
2,150
+80
145
$405K 0.12%
6,582
+94
146
$404K 0.12%
2,491
+315
147
$398K 0.12%
4,580
+705
148
$383K 0.11%
2,797
+210
149
$375K 0.11%
3,435
-325
150
$374K 0.11%
+5,670
4 5
6
7 8