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
$176M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$4.64M
3
+$1.34M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.23M
5
NUE icon
Nucor
NUE
+$1.1M

Top Sells

1
+$13.5M
2
+$12.9M
3
+$11.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.45M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$8.16M

Sector Composition

1 Technology 15.18%
2 Industrials 13.79%
3 Healthcare 13.47%
4 Consumer Discretionary 11.1%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-234,885
177
– –
-94,931
178
– –
-50,440
179
– –
-36,828
180
– –
-102,805
181
– –
-90,994
182
– –
-23,402
183
– –
-95,477
184
– –
-70,070
185
– –
-8,410
4 5 6 7
8