SAS
Sage Advisory Services Portfolio holdings
AUM
$184M
This Quarter Return
+2.33%
1 Year Return
+9.54%
3 Year Return
+25.62%
5 Year Return
+43.43%
10 Year Return
+69.26%
AUM
$769M
AUM Growth
+$769M
(+1.2%)
Cap. Flow
+$2.63M
Cap. Flow
% of AUM
0.34%
Top 10 Holdings %
Top 10 Hldgs %
90.91%
Holding
23
New
4
Increased
8
Reduced
5
Closed
4
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$200M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$43.1M |
| 3 |
iShares CMBS ETF
CMBS
|
$11.3M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$5.21M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$3.62M |
Top Sells
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$125M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$64.9M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$31.7M |
| 4 |
Invesco Financial Preferred ETF
PGF
|
$22.8M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$12.3M |
