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

Top Sells

1 +$10.1M
2 +$9.89M
3 +$9.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.09M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$8.43M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-109,426
52
-18,461
53
-1,990
54
-268,129
55
-7,076
56
-1,871