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
$378M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.98M
3
+$4.22M
4
LNG icon
Cheniere Energy
LNG
+$3.75M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.32M

Top Sells

1
+$7.25M
2
+$3.05M
3
+$2.35M
4
SBUX icon
Starbucks
SBUX
+$2.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.16M

Sector Composition

1 Technology 9.92%
2 Industrials 6.83%
3 Financials 6.8%
4 Healthcare 6.33%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$431K 0.11%
8,558
152
$431K 0.11%
12,912
+1,937
153
$424K 0.11%
6,332
-1,145
154
$423K 0.11%
3,410
+613
155
$418K 0.11%
2,667
-125
156
$413K 0.11%
2,651
+235
157
$411K 0.11%
1,425
158
$404K 0.11%
11,500
159
$369K 0.1%
+6,713
160
$346K 0.09%
2,106
-244
161
$343K 0.09%
1,849
+23
162
$340K 0.09%
6,415
-30
163
$324K 0.09%
1,053
-13
164
$319K 0.08%
2,023
+111
165
$305K 0.08%
10,205
+205
166
$304K 0.08%
8,347
-278
167
$303K 0.08%
44,020
-20
168
$301K 0.08%
17,049
-1,494
169
$299K 0.08%
5,170
+2
170
$296K 0.08%
9,276
-95,436
171
$279K 0.07%
5,150
172
$279K 0.07%
7,990
+496
173
$275K 0.07%
3,665
-100
174
$275K 0.07%
+11,052
175
$272K 0.07%
2,025
5 6
7
8 9