SAS
Sage Advisory Services Portfolio holdings
AUM
$184M
This Quarter Return
-1.61%
1 Year Return
+9.54%
3 Year Return
+25.62%
5 Year Return
+43.43%
10 Year Return
+69.26%
AUM
$728M
AUM Growth
+$728M
(-9.4%)
Cap. Flow
-$69.9M
Cap. Flow
% of AUM
-9.6%
Top 10 Holdings %
Top 10 Hldgs %
89.79%
Holding
21
New
4
Increased
3
Reduced
8
Closed
6
Top Buys
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$214M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$46M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$43.8M |
| 4 |
iShares MBS ETF
MBB
|
$22.8M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$15M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$188M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$111M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$32.6M |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$26.7M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$26.3M |
