UAS

United Asset Strategies Portfolio holdings

AUM $1.3B
1-Year Est. Return 22.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$776M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.24M
3
+$6.1M
4
JPM icon
JPMorgan Chase
JPM
+$5.18M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.55M

Top Sells

1
+$10.2M
2
+$7.53M
3
+$7.08M
4
WFC icon
Wells Fargo
WFC
+$1.55M
5
NOW icon
ServiceNow
NOW
+$1.24M

Sector Composition

1 Technology 17.24%
2 Financials 9.95%
3 Healthcare 9.85%
4 Communication Services 8.75%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$32K ﹤0.01%
1,333
+333
202
$13K ﹤0.01%
1,891
203
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