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SAS

Sage Advisory Services Portfolio holdings

AUM $183M
1-Year Est. Return 9.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$12.9M
3
+$12.8M
4
VTV icon
Vanguard Value ETF
VTV
+$12M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$7.7M

Top Sells

1
+$11.8M
2
+$10.7M
3
+$9.29M
4
GMF icon
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
+$6.58M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.21M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$226K 0.07%
1,858
+71
52
– –
-19,290
53
– –
-262,901
54
– –
-12,479
55
– –
-133,052
56
– –
-79,358
57
– –
-58,792
1 2
3