SAS
Sage Advisory Services Portfolio holdings
AUM
$184M
This Quarter Return
+1.52%
1 Year Return
+9.54%
3 Year Return
+25.62%
5 Year Return
+43.43%
10 Year Return
+69.26%
AUM
$756M
AUM Growth
+$756M
(-1.6%)
Cap. Flow
-$23.1M
Cap. Flow
% of AUM
-3.05%
Top 10 Holdings %
Top 10 Hldgs %
94.21%
Holding
20
New
1
Increased
8
Reduced
5
Closed
6
Top Buys
| 1 |
iShares MBS ETF
MBB
|
$17.9M |
| 2 |
iShares CMBS ETF
CMBS
|
$12.2M |
| 3 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
$3.08M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$1.77M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$1.47M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$28.5M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$11.8M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$8.02M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$4.45M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.65M |
