SAS

Sage Advisory Services Portfolio holdings

AUM $191M
1-Year Est. Return 8.17%
This Quarter Est. Return
1 Year Est. Return
+8.17%
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
+$18.2M
3
+$15.5M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$14.6M
5
GUDB
Sage ESG Intermediate Credit ETF
GUDB
+$11.4M

Top Sells

1
+$20.4M
2
+$16.2M
3
+$14M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$11.8M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$7.95M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-23,043
52
– –
-5,017
53
– –
-104,645
54
– –
-10,836
55
– –
-7,169
1 2
3