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
$353M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$24.9M
2 +$9.91M
3 +$6.38M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.05M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-48,657