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
$339M
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.26M
3
+$2.93M
4
XME icon
SPDR S&P Metals & Mining ETF
XME
+$2.92M
5
DOC icon
Healthpeak Properties
DOC
+$2.92M

Top Sells

1
+$7.27M
2
+$6.45M
3
+$6.36M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.64M
5
NUE icon
Nucor
NUE
+$4.44M

Sector Composition

1 Technology 9.93%
2 Industrials 7.2%
3 Financials 6.79%
4 Communication Services 6.54%
5 Healthcare 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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-69,769
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210
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211
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216
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-32,986
5 6 7 8
9