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
$366M
AUM Growth
-$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$24.3M
2 +$7.88M
3 +$7.05M
4
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$6.69M
5
MBB icon
iShares MBS ETF
MBB
+$6.26M

Top Sells

1 +$23.5M
2 +$13.2M
3 +$12.2M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$10.1M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.14M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-194,649
52
-3,740
53
-15,820