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
$378M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.98M
3
+$4.22M
4
LNG icon
Cheniere Energy
LNG
+$3.75M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.32M

Top Sells

1
+$7.25M
2
+$3.05M
3
+$2.35M
4
SBUX icon
Starbucks
SBUX
+$2.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.16M

Sector Composition

1 Technology 9.92%
2 Industrials 6.83%
3 Financials 6.8%
4 Healthcare 6.33%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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216
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5 6 7 8
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