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
$286M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$5.02M
3 +$4.79M
4
SLB icon
SLB Limited
SLB
+$4.34M
5
KR icon
Kroger
KR
+$4.26M

Top Sells

1 +$5.55M
2 +$5.36M
3 +$4.14M
4
SBUX icon
Starbucks
SBUX
+$3.27M
5
EMN icon
Eastman Chemical
EMN
+$2.91M

Sector Composition

1 Technology 8.12%
2 Industrials 7.53%
3 Consumer Discretionary 7.27%
4 Communication Services 6.5%
5 Financials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-42,813
152
-5,825
153
-3,305
154
-55,173