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
176
$493K 0.07%
23,683
+46
177
$491K 0.06%
+1,879
178
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+4,275
179
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180
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182
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3,434
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184
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185
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187
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188
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189
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8,183
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190
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193
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195
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883
196
$287K 0.04%
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197
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1,290
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198
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+3,949
199
$278K 0.04%
3,451
-82,041
200
$277K 0.04%
2,625
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