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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
$321M
AUM Growth
-$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$12.8M
3
+$10.9M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$7.61M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$6.2M

Top Sells

1
+$11.2M
2
+$10.8M
3
+$10.1M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$9M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,990
52
– –
-268,129
53
– –
-7,076
54
– –
-1,871
55
– –
-67,753
56
– –
-72,573
1 2
3