SAS
Sage Advisory Services Portfolio holdings
AUM
$184M
This Quarter Return
-8.47%
1 Year Return
+9.54%
3 Year Return
+25.62%
5 Year Return
+43.43%
10 Year Return
+69.26%
AUM
$957M
AUM Growth
+$957M
(-8.7%)
Cap. Flow
-$5.62M
Cap. Flow
% of AUM
-0.59%
Top 10 Holdings %
Top 10 Hldgs %
64.13%
Holding
64
New
7
Increased
29
Reduced
16
Closed
10
Top Buys
| 1 |
SPDR S&P Dividend ETF
SDY
|
$28.8M |
| 2 |
iShares MSCI USA Value Factor ETF
VLUE
|
$19.5M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$10.5M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$8.43M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$7.48M |
