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
$508M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.5M
3
+$6.83M
4
HON icon
Honeywell
HON
+$6.79M
5
TMUS icon
T-Mobile US
TMUS
+$5.66M

Top Sells

1
+$5.94M
2
+$5.4M
3
+$3.96M
4
EMR icon
Emerson Electric
EMR
+$2.18M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.98M

Sector Composition

1 Technology 14.38%
2 Communication Services 9.59%
3 Healthcare 8.95%
4 Consumer Staples 7.04%
5 Industrials 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$522K 0.1%
4,284
-1,156
127
$520K 0.1%
2,772
-141
128
$506K 0.1%
6,406
-468
129
$499K 0.1%
1,288
-52
130
$485K 0.1%
+2,520
131
$475K 0.09%
2,517
-188
132
$464K 0.09%
4,134
-169
133
$449K 0.09%
3,655
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134
$448K 0.09%
4,000
-584
135
$437K 0.09%
15,818
-12,807
136
$410K 0.08%
902
137
$405K 0.08%
15,238
+1,206
138
$405K 0.08%
+5,684
139
$401K 0.08%
1,940
-172
140
$397K 0.08%
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141
$394K 0.08%
5,004
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142
$390K 0.08%
12,489
-8
143
$354K 0.07%
19,503
144
$334K 0.07%
5,389
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145
$330K 0.07%
730
146
$329K 0.06%
3,690
-1,818
147
$329K 0.06%
+8,980
148
$322K 0.06%
10,353
149
$317K 0.06%
6,345
-2,257
150
$314K 0.06%
+4,106
4 5
6
7 8