UNITED ASSET STRATEGIES, INC. Information

666 OLD COUNTRY RD/STE 104, GARDEN CITY, New York, 11530, (516) 222-0021

Report Date: 03/31/2017

Position Statistics

Total Positions 159
New Positions 12
Increased Positions 73
Decreased Positions 67
Positions with Activity 140
Sold Out Positions 13
Total Mkt Value (in $ millions) 330

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 5.5%
Basic Materials 0.47%
Industrials 7.89%
Consumer Cyclicals 6.36%
Consumer Non-Cyclicals 6.19%
Financials 52.01%
Healthcare 5.51%
Technology 12.82%
Telecommunication Services 0.65%
Utilities 2.36%

159 Positions as of 03/31/2017

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPDR SERIES TRUST BLMBRG BR 1 3 MT 15,087 1,047 7.46 329,992
APPLE INC COM 12,797 -5,211 (28.94) 83,607
SELECT SECTOR SPDR TR TECHNOLOGY 12,781 1,314 11.46 231,381
SELECT SECTOR SPDR TR SBI INT-FINL 9,686 682 7.58 414,819
VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF 9,644 7,215 297.15 171,626
ALPHABET INC CAP STK CL A 8,728 2 .02 9,143
SELECT SECTOR SPDR TR SBI CONS DISCR 7,874 3,543 81.80 88,227
SELECT SECTOR SPDR TR SBI HEALTHCARE 7,587 181 2.45 101,115
EXXON MOBIL CORP COM 7,433 550 7.99 90,725
PRICELINE GRP INC COM NEW 7,148 -365 (4.86) 3,953
ISHARES TR 20 YR TR BD ETF 7,133 571 8.69 57,660
SELECT SECTOR SPDR TR SBI INT-INDS 7,106 321 4.73 107,401
GENERAL ELECTRIC CO COM 7,102 811 12.90 253,178
SPDR SERIES TRUST S&P REGL BKG 6,209 1,474 31.12 118,309
CROWN CASTLE INTL CORP NEW COM 5,769 427 7.99 58,010
GENERAL DYNAMICS CORP COM 5,747 -54 (0.93) 29,341
DISNEY WALT CO COM DISNEY 5,526 570 11.49 51,397
GILEAD SCIENCES INC COM 5,482 606 12.43 85,344
BOSTON SCIENTIFIC CORP COM 5,466 987 22.04 206,965
SELECT SECTOR SPDR TR SBI CONS STPLS 5,382 153 2.92 97,230