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
$802M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$16.8M
3
+$13.7M
4
MRVL icon
Marvell Technology
MRVL
+$10.6M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$9.68M

Top Sells

1
+$17M
2
+$16.8M
3
+$16.5M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$13.4M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$13.1M

Sector Composition

1 Technology 21.48%
2 Healthcare 11.44%
3 Financials 8.8%
4 Consumer Discretionary 7.56%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$281K 0.04%
3,855
-704
202
$278K 0.03%
2,625
203
$276K 0.03%
1,172
204
$273K 0.03%
8,170
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205
$260K 0.03%
3,078
-83,419
206
$254K 0.03%
1,240
-81
207
$252K 0.03%
7,150
208
$250K 0.03%
+5,780
209
$245K 0.03%
1,308
-45,978
210
$236K 0.03%
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211
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-49
212
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+1,269
213
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214
$218K 0.03%
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215
$216K 0.03%
182
216
$212K 0.03%
1,489
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217
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218
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219
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517
220
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2,291
221
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222
$177K 0.02%
+22,819
223
$152K 0.02%
13,333
+6,666
224
$129K 0.02%
+10,149
225
$32.2K ﹤0.01%
+779
6 7 8
9
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