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
$758M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$14.2M
3
+$11.3M
4
ETR icon
Entergy
ETR
+$10.1M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.81M

Top Sells

1
+$20.7M
2
+$14M
3
+$9.17M
4
SH icon
ProShares Short S&P500
SH
+$8.17M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$8.05M

Sector Composition

1 Technology 20.57%
2 Healthcare 11.6%
3 Financials 7.72%
4 Consumer Discretionary 7.23%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$699K 0.09%
14,226
-12,621
152
$693K 0.09%
3,464
+1,728
153
$684K 0.09%
9,814
+253
154
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6,232
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155
$667K 0.09%
27,445
+1,180
156
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6,722
-12,343
157
$654K 0.09%
2,903
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158
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3,077
-132
159
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33,794
-5,832
160
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2,769
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161
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10,648
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162
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163
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6,790
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164
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6,641
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165
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167
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21,153
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168
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2,215
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169
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170
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171
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8,114
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172
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+10,141
173
$507K 0.07%
12,400
174
$496K 0.07%
18,133
-289
175
$494K 0.07%
5,159
-75
5 6
7
8 9