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
$802M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$16.8M
3
+$13.7M
4
MRVL icon
Marvell Technology
MRVL
+$10.6M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$9.68M

Top Sells

1
+$17M
2
+$16.8M
3
+$16.5M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$13.4M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$13.1M

Sector Composition

1 Technology 21.48%
2 Healthcare 11.44%
3 Financials 8.8%
4 Consumer Discretionary 7.56%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$487K 0.06%
8,368
+302
177
$476K 0.06%
13,610
+4,704
178
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22,257
-1,426
179
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4,464
-29,045
180
$454K 0.06%
+5,381
181
$434K 0.05%
10,125
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182
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1,906
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183
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184
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-104
185
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3,610
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186
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10,471
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187
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883
188
$386K 0.05%
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189
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11,015
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190
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191
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193
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194
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3,936
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195
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2,269
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196
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2,750
197
$310K 0.04%
18,000
198
$308K 0.04%
+1,014
199
$302K 0.04%
1,986
-9,680
200
$292K 0.04%
4,218
-2,178
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8
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