SAS
Sage Advisory Services Portfolio holdings
AUM
$184M
This Quarter Return
-0.41%
1 Year Return
+9.54%
3 Year Return
+25.62%
5 Year Return
+43.43%
10 Year Return
+69.26%
AUM
$998M
AUM Growth
+$998M
(+0.13%)
Cap. Flow
+$8.48M
Cap. Flow
% of AUM
0.85%
Top 10 Holdings %
Top 10 Hldgs %
68.49%
Holding
59
New
14
Increased
18
Reduced
17
Closed
9
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$58.2M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$42.5M |
| 3 |
iShares 1-3 Year International Treasury Bond ETF
IGOV
|
$32.1M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$21.7M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$15.5M |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$70.8M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$35.8M |
| 3 |
iShares Core International Aggregate Bond Fund
IAGG
|
$31M |
| 4 |
iShares MBS ETF
MBB
|
$26.7M |
| 5 |
Vanguard Growth ETF
VUG
|
$22.1M |
