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
$373M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$276K 0.07%
7,049
+338
52
$230K 0.06%
+3,740
53
-135,896
54
-444,725
55
-133,729
56
-87,263