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
$169M
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$7.01M
2 +$3.55M
3 +$3.14M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.12M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$518K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-22,121
52
-3,436