UAS
United Asset Strategies Portfolio holdings
AUM
$1.17B
1-Year Return
21.79%
This Quarter Return
+18.68%
1 Year Return
+21.79%
3 Year Return
+89.36%
5 Year Return
+150.05%
10 Year Return
+294.09%
AUM
$508M
AUM Growth
+$104M
(+26%)
Cap. Flow
+$36.7M
Cap. Flow
% of AUM
7.23%
Top 10 Holdings %
Top 10 Hldgs %
29.14%
Holding
203
New
30
Increased
57
Reduced
85
Closed
21
Top Buys
| 1 |
ConocoPhillips
COP
|
$10.8M |
| 2 |
Altice USA
ATUS
|
$7.5M |
| 3 |
Adobe
ADBE
|
$6.83M |
| 4 |
Honeywell
HON
|
$6.79M |
| 5 |
T-Mobile US
TMUS
|
$5.66M |
Top Sells
| 1 |
Boston Properties
BXP
|
$5.94M |
| 2 |
Chevron
CVX
|
$5.4M |
| 3 |
Truist Financial
TFC
|
$3.96M |
| 4 |
Emerson Electric
EMR
|
$2.18M |
| 5 |
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% |
