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
$758M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$14.2M
3
+$11.3M
4
ETR icon
Entergy
ETR
+$10.1M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.81M

Top Sells

1
+$20.7M
2
+$14M
3
+$9.17M
4
SH icon
ProShares Short S&P500
SH
+$8.17M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$8.05M

Sector Composition

1 Technology 20.57%
2 Healthcare 11.6%
3 Financials 7.72%
4 Consumer Discretionary 7.23%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.2M 0.16%
18,674
+1,536
127
$1.16M 0.15%
+9,010
128
$1.15M 0.15%
16,926
-8,443
129
$1.15M 0.15%
5,144
-185
130
$1.14M 0.15%
5,496
-223
131
$1.12M 0.15%
2,314
-100
132
$1.12M 0.15%
18,522
-498
133
$1.09M 0.14%
11,678
-1,389
134
$1.07M 0.14%
2,993
-148
135
$1.07M 0.14%
13,010
+6,317
136
$1.04M 0.14%
+7,515
137
$1.03M 0.14%
5,525
+141
138
$1.01M 0.13%
2,023
+127
139
$996K 0.13%
29,328
-272
140
$904K 0.12%
24,192
+8,441
141
$865K 0.11%
8,700
+118
142
$800K 0.11%
17,824
-15,758
143
$791K 0.1%
11,257
+994
144
$788K 0.1%
2,285
-168
145
$771K 0.1%
6,697
-5,199
146
$759K 0.1%
4,063
+2,477
147
$754K 0.1%
19,974
-8,720
148
$747K 0.1%
9,944
+2,215
149
$746K 0.1%
6,081
+98
150
$735K 0.1%
8,003
-9,556
4 5
6
7 8