SAS

Sage Advisory Services Portfolio holdings

AUM $184M
1-Year Est. Return 12.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$18.5M
3
+$15.4M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$15.3M
5
GUDB
Sage ESG Intermediate Credit ETF
GUDB
+$11.4M

Top Sells

1
+$20.4M
2
+$16.8M
3
+$13.9M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$11.8M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.96M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-5,017
52
– –
-104,645
53
– –
-10,836
54
– –
-7,169
55
– –
-167,470
1 2
3