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
$339M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.26M
3
+$2.93M
4
XME icon
SPDR S&P Metals & Mining ETF
XME
+$2.92M
5
DOC icon
Healthpeak Properties
DOC
+$2.92M

Top Sells

1
+$7.27M
2
+$6.45M
3
+$6.36M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.64M
5
NUE icon
Nucor
NUE
+$4.44M

Sector Composition

1 Technology 9.93%
2 Industrials 7.2%
3 Financials 6.79%
4 Communication Services 6.54%
5 Healthcare 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$372K 0.11%
1,066
152
$372K 0.11%
+8,284
153
$368K 0.11%
+10,975
154
$356K 0.11%
1,425
155
$349K 0.1%
4,174
-229
156
$345K 0.1%
+12,019
157
$335K 0.1%
1,826
-200
158
$333K 0.1%
+6,445
159
$320K 0.09%
6,635
+695
160
$308K 0.09%
12,086
+3,858
161
$302K 0.09%
8,625
+202
162
$299K 0.09%
5,499
+221
163
$297K 0.09%
44,040
+1,480
164
$295K 0.09%
1,912
+25
165
$291K 0.09%
4,602
+175
166
$280K 0.08%
+10,071
167
$279K 0.08%
18,543
+1,846
168
$269K 0.08%
5,168
-731
169
$265K 0.08%
2,619
-246
170
$263K 0.08%
+14,850
171
$259K 0.08%
5,150
172
$256K 0.08%
7,297
-37
173
$255K 0.08%
1,840
-187
174
$252K 0.07%
8,015
-14,710
175
$251K 0.07%
8,387
+142
5 6
7
8 9