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
$378M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.98M
3
+$4.22M
4
LNG icon
Cheniere Energy
LNG
+$3.75M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.32M

Top Sells

1
+$7.25M
2
+$3.05M
3
+$2.35M
4
SBUX icon
Starbucks
SBUX
+$2.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.16M

Sector Composition

1 Technology 9.92%
2 Industrials 6.83%
3 Financials 6.8%
4 Healthcare 6.33%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$580K 0.15%
2,355
+125
127
$575K 0.15%
+19,170
128
$574K 0.15%
3,991
+432
129
$563K 0.15%
+2,675
130
$560K 0.15%
+30,585
131
$544K 0.14%
+3,700
132
$537K 0.14%
+12,090
133
$529K 0.14%
4,255
+295
134
$526K 0.14%
12,538
-237
135
$523K 0.14%
18,897
-138
136
$522K 0.14%
7,945
+477
137
$514K 0.14%
3,601
-4,963
138
$511K 0.14%
9,750
-50
139
$504K 0.13%
4,901
+305
140
$500K 0.13%
9,099
-5,880
141
$487K 0.13%
+13,805
142
$486K 0.13%
5,346
+390
143
$472K 0.12%
2,310
+160
144
$452K 0.12%
13,545
+1,020
145
$450K 0.12%
856
-159
146
$449K 0.12%
7,092
+510
147
$449K 0.12%
7,680
+603
148
$445K 0.12%
6,405
+735
149
$444K 0.12%
5,501
-1,725
150
$434K 0.11%
22,780
4 5
6
7 8