UAS

United Asset Strategies Portfolio holdings

AUM $1.3B
1-Year Est. Return 22.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$307M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$4.62M
3
+$4.41M
4
AAPL icon
Apple
AAPL
+$3.76M
5
AMGN icon
Amgen
AMGN
+$3.68M

Top Sells

1
+$5.02M
2
+$3.96M
3
+$3.38M
4
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$2.64M
5
INVN
Invensense Inc
INVN
+$2.37M

Sector Composition

1 Technology 9.34%
2 Industrials 8.59%
3 Healthcare 7.06%
4 Financials 6.47%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-18,215
152
– –
-2,100
153
– –
-326,260
154
– –
-41,406
155
– –
-5,115
156
– –
-9,210
157
– –
-3,457
3 4 5 6
7