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
$373M
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Sells

1 +$5.25M
2 +$5.14M
3 +$5.04M
4
GE icon
GE Aerospace
GE
+$2.91M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.25M

Sector Composition

1 Technology 8.55%
2 Financials 8.19%
3 Industrials 8.07%
4 Communication Services 6.46%
5 Healthcare 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-5,478
202
-61,964
203
-6,169
204
-5,103
205
-9,837
206
-9,521
207
-1,768
208
-15,700