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
$717M
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$9.17M
2
+$8.68M
3
+$8.18M
4
LMT icon
Lockheed Martin
LMT
+$7.8M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$4.61M

Top Sells

1
+$13.2M
2
+$8.33M
3
+$6.26M
4
GLD icon
SPDR Gold Trust
GLD
+$5.88M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.84M

Sector Composition

1 Technology 17.61%
2 Healthcare 13.07%
3 Financials 9.54%
4 Industrials 7.18%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$508K 0.07%
+8,278
177
$499K 0.07%
5,234
+249
178
$485K 0.07%
23,637
-18,734
179
$480K 0.07%
19,908
+1,105
180
$480K 0.07%
+12,219
181
$471K 0.07%
12,400
182
$463K 0.06%
+6,441
183
$450K 0.06%
10,003
+682
184
$448K 0.06%
18,422
+410
185
$446K 0.06%
12,340
+248
186
$422K 0.06%
4,444
+833
187
$361K 0.05%
8,220
+129
188
$358K 0.05%
10,856
-467
189
$346K 0.05%
+1,736
190
$314K 0.04%
4,729
+1,136
191
$308K 0.04%
2,505
+13
192
$302K 0.04%
2,750
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193
$294K 0.04%
3,751
-703
194
$287K 0.04%
1,172
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195
$284K 0.04%
2,625
196
$280K 0.04%
1,643
197
$280K 0.04%
2,720
-1,324
198
$279K 0.04%
+3,389
199
$274K 0.04%
1,321
-425
200
$271K 0.04%
+3,390
6 7
8
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