UAS
United Asset Strategies Portfolio holdings
AUM
$1.17B
1-Year Return
21.79%
This Quarter Return
+13.95%
1 Year Return
+21.79%
3 Year Return
+89.36%
5 Year Return
+150.05%
10 Year Return
+294.09%
AUM
$636M
AUM Growth
+$92.4M
(+17%)
Cap. Flow
+$34.4M
Cap. Flow
% of AUM
5.41%
Top 10 Holdings %
Top 10 Hldgs %
25.76%
Holding
216
New
27
Increased
100
Reduced
55
Closed
20
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$8.67M |
| 2 |
Global X US Infrastructure Development ETF
PAVE
|
$8.56M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$8.15M |
| 4 |
Synchrony
SYF
|
$7.92M |
| 5 |
Cigna
CI
|
$7.59M |
Top Sells
| 1 |
Honeywell
HON
|
$8.96M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$7.87M |
| 3 |
Intel
INTC
|
$7.57M |
| 4 |
Walt Disney
DIS
|
$6.35M |
| 5 |
iShares Core MSCI Europe ETF
IEUR
|
$6.33M |
Sector Composition
| 1 | Technology | 16.45% |
| 2 | Healthcare | 9.75% |
| 3 | Communication Services | 9.24% |
| 4 | Financials | 7.49% |
| 5 | Consumer Staples | 6.91% |
