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UAS

United Asset Strategies Portfolio holdings

AUM $1.26B
1-Year Est. Return 24.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$651M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$6.99M
3
+$6.1M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.86M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$5.33M

Top Sells

1
+$11M
2
+$7.98M
3
+$7.96M
4
NOW icon
ServiceNow
NOW
+$7.12M
5
ADBE icon
Adobe
ADBE
+$5.8M

Sector Composition

1 Technology 16.25%
2 Healthcare 11.79%
3 Financials 9.17%
4 Consumer Discretionary 7.91%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$49K 0.01%
14,960
202
$28K ﹤0.01%
+467
203
$20K ﹤0.01%
+650
204
$19K ﹤0.01%
300
205
$14K ﹤0.01%
1,830
206
$13K ﹤0.01%
+1,667
207
$10K ﹤0.01%
2,000
208
$8K ﹤0.01%
+18,000
209
$8K ﹤0.01%
1,355
210
$1K ﹤0.01%
2
211
– –
-9,569
212
– –
-185,964
213
– –
-2,382
214
– –
-15,933
215
– –
-1,475
216
– –
-170,867
217
– –
-5,607
218
– –
-24,313
219
– –
-24,076
220
– –
-12,096
221
– –
-6,908
222
– –
-15,000
223
– –
-4,123
224
– –
-5,605
225
– –
-2,600
6 7 8
9
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