SAS
Sage Advisory Services Portfolio holdings
AUM
$184M
This Quarter Return
+7.95%
1 Year Return
+9.54%
3 Year Return
+25.62%
5 Year Return
+43.43%
10 Year Return
+69.26%
AUM
$1.04B
AUM Growth
+$1.04B
(+9.1%)
Cap. Flow
+$12.5M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
64.69%
Holding
63
New
9
Increased
29
Reduced
15
Closed
8
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$21.4M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$21M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$8.98M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$3.66M |
| 5 |
iShares MBS ETF
MBB
|
$3.16M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$20.4M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$18.6M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$10.4M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.26M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$1.68M |
