SAS

Sage Advisory Services Portfolio holdings

AUM $184M
1-Year Est. Return 9.54%
This Quarter Est. Return
1 Year Est. Return
+9.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$929M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$131M
2 +$26.6M
3 +$21.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$19.8M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$19.1M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-133,684
52
-6,570
53
-60,050