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
$508M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.5M
3
+$6.83M
4
HON icon
Honeywell
HON
+$6.79M
5
TMUS icon
T-Mobile US
TMUS
+$5.66M

Top Sells

1
+$5.94M
2
+$5.4M
3
+$3.96M
4
EMR icon
Emerson Electric
EMR
+$2.18M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.98M

Sector Composition

1 Technology 14.38%
2 Communication Services 9.59%
3 Healthcare 8.95%
4 Consumer Staples 7.04%
5 Industrials 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$302K 0.06%
+5,315
152
$298K 0.06%
+5,100
153
$296K 0.06%
48,715
+33,483
154
$295K 0.06%
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155
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-1,722
156
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157
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158
$275K 0.05%
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159
$274K 0.05%
6,930
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160
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161
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162
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163
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164
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165
$224K 0.04%
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166
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167
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169
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170
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171
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172
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173
$187K 0.04%
5,484
-316
174
$159K 0.03%
13,713
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175
$101K 0.02%
16,560
-1,350
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7
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