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
$997M
AUM Growth
+$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$66.1M
2 +$26.4M
3 +$25.3M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$21.1M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$16.8M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,573
52
-89,047