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
$224M
AUM Growth
-$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.15M
3
+$3.5M
4
XOM icon
Exxon Mobil
XOM
+$3.48M
5
AMZN icon
Amazon
AMZN
+$3.16M

Top Sells

1
+$5.96M
2
+$4.61M
3
+$3.44M
4
COF icon
Capital One
COF
+$3.26M
5
AMT icon
American Tower
AMT
+$3.25M

Sector Composition

1 Healthcare 10.03%
2 Consumer Discretionary 8.87%
3 Industrials 6.66%
4 Technology 6.47%
5 Utilities 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.98M 4.45%
224,897
-24,864
2
$8.89M 3.97%
450,168
-46,970
3
$7.49M 3.34%
274,872
+208,508
4
$7.3M 3.26%
191,711
+58,860
5
$6.81M 3.04%
65,638
+8,134
6
$6.64M 2.96%
79,389
+41,681
7
$6.53M 2.91%
122,998
+4,108
8
$6.12M 2.73%
126,565
+57,958
9
$6M 2.68%
75,910
-7,560
10
$5.64M 2.51%
61,365
+2,403
11
$5.31M 2.37%
4,118
+26
12
$4.9M 2.18%
72,231
+573
13
$4.82M 2.15%
128,020
-11,741
14
$4.78M 2.13%
55,270
+47,995
15
$4.74M 2.11%
31,085
+3,861
16
$4.64M 2.07%
83,700
-944
17
$4.5M 2.01%
65,432
+1,106
18
$4.3M 1.92%
75,222
+4,991
19
$4.02M 1.79%
81,032
+70,528
20
$3.58M 1.6%
60,663
-231
21
$3.53M 1.57%
94,933
+80,574
22
$3.49M 1.56%
63,978
+18,415
23
$3.46M 1.54%
29,386
+1,960
24
$3.46M 1.54%
116,420
+106,500
25
$3.25M 1.45%
22,417
-14,317
1
2 3 4 5