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
$305M
AUM Growth
-$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$20.9M
2 +$15.2M
3 +$11.8M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$9.25M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$8.41M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-164,563
52
-187,412
53
-143,794