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
$750M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$11.3M
3
+$3.63M
4
WFC icon
Wells Fargo
WFC
+$3.43M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.91M

Top Sells

1
+$9.61M
2
+$7.69M
3
+$4.6M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.37M
5
BAC icon
Bank of America
BAC
+$4.25M

Sector Composition

1 Technology 16.86%
2 Healthcare 9.94%
3 Financials 9.23%
4 Communication Services 8.87%
5 Consumer Discretionary 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$298K 0.04%
1,314
-30
177
$295K 0.04%
5,427
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178
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187
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185
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186
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187
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188
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189
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190
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191
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194
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+10,347
195
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196
$78K 0.01%
47,455
197
$64K 0.01%
11,483
198
$23K ﹤0.01%
+1,000
199
$18K ﹤0.01%
1,891
200
$3K ﹤0.01%
+26,510
5 6 7
8
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