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SAS

Sage Advisory Services Portfolio holdings

AUM $203M
1-Year Est. Return 12.95%
This Fund
S&P 500
This Quarter Est. Return
+6.69%
1 Year Est. Return
+12.95%
3 Year Est. Return
+33.88%
5 Year Est. Return
+22.07%
10 Year Est. Return
+90.74%
AUM
$304M
AUM Growth
-$14.2M
Cap. Flow
-$30.9M
Cap. Flow %
-10.16%
Top 10 Hldgs %
55.94%
Holding
56
New
5
Increased
22
Reduced
23
Closed
5
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IEFA icon
1
iShares Core MSCI EAFE ETF
IEFA
$192B
$49.9M 16.44%
828,228
+138,120
+20% +$8.33M
VTV icon
2
Vanguard Morningstar Value ETF
VTV
$188B
$22.1M 7.26%
211,081
+88,566
+72% +$9.28M
XLK icon
3
State Street Technology Select Sector SPDR ETF
XLK
$115B
$17.1M 5.62%
292,944
-54,408
-16% -$3.07M
IVV icon
4
iShares Core S&P 500 ETF
IVV
$872B
$15.5M 5.11%
46,209
-5,665
-11% -$1.89M
XLY icon
5
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.9B
$13.7M 4.52%
186,874
-29,808
-14% -$2.11M
IEMG icon
6
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$11.3M 3.71%
+213,569
New +$11.2M
HYLB icon
7
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$10.3M 3.39%
267,630
+89,165
+50% +$3.44M
IJR icon
8
iShares Core S&P Small-Cap ETF
IJR
$110B
$10.2M 3.37%
145,926
+124,931
+595% +$8.95M
EEMA icon
9
iShares MSCI Emerging Markets Asia ETF
EEMA
$826M
$9.96M 3.28%
133,221
-15,389
-10% -$1.14M
QUAL icon
10
iShares MSCI USA Quality Factor ETF
QUAL
$46.3B
$9.85M 3.24%
94,972
-217,785
-70% -$22.3M
SHYG icon
11
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$9.84M 3.24%
223,996
+32,358
+17% +$1.42M
XHB icon
12
State Street SPDR S&P Homebuilders ETF
XHB
$1.61B
$9.29M 3.06%
172,353
+143,833
+504% +$7.27M
XTN icon
13
State Street SPDR S&P Transportation ETF
XTN
$388M
$8.9M 2.93%
+153,269
New +$8.82M
XRT icon
14
State Street SPDR S&P Retail ETF
XRT
$453M
$8.68M 2.86%
+174,854
New +$8.57M
SRLN icon
15
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$8.59M 2.83%
+192,059
New +$8.52M
EFV icon
16
iShares MSCI EAFE Value ETF
EFV
$28.9B
$8.52M 2.8%
211,340
-245,007
-54% -$10.1M
PSK icon
17
State Street SPDR ICE Preferred Securities ETF
PSK
$691M
$8.35M 2.75%
192,154
+2,592
+1% +$112K
JPST icon
18
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$6.75M 2.22%
132,902
+31,680
+31% +$1.61M
HYEM icon
19
VanEck Emerging Markets High Yield Bond ETF
HYEM
$523M
$6.07M 2%
268,582
-15,263
-5% -$349K
GMF icon
20
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$421M
$6.06M 2%
54,531
-6,505
-11% -$714K
IGSB icon
21
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$5.01M 1.65%
91,325
-26,553
-23% -$1.46M
JMBS icon
22
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.74B
$4.06M 1.34%
75,761
-26,939
-26% -$1.45M
HYD icon
23
VanEck High Yield Muni ETF
HYD
$4.44B
$3.84M 1.27%
64,378
+2,706
+4% +$162K
NEAR icon
24
iShares Short Maturity Bond ETF
NEAR
$4.83B
$3.65M 1.2%
72,775
-40,827
-36% -$2.04M
SPYD icon
25
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.65B
$3.38M 1.11%
123,297
+30,532
+33% +$863K

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Sage Advisory Services's Q3 2020 Portfolio in Review

As of Q3 2020, Sage Advisory Services held 56 positions worth $304M, down 4.5% from $318M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Sage Advisory Services withdrew a net $30.9M in Q3 2020, closing 5 positions and reducing 23 holdings. Its most notable exit was Sage ESG Intermediate Credit ETF, an estimated $12.3M position sold in full.

Against the trend, Sage Advisory Services opened a new position in iShares Core MSCI Emerging Markets ETF worth $11.3M.

  • Sage Advisory Services's largest Q3 2020 buy was iShares Core MSCI Emerging Markets ETF: 213,569 shares worth $11.3M.
  • Sage Advisory Services added most to Vanguard Morningstar Value ETF in Q3 2020, an estimated $9.28M increase.
  • Sage Advisory Services's biggest Q3 2020 reduction was iShares MSCI USA Quality Factor ETF, cutting an estimated $22.3M.
  • Sage Advisory Services fully exited Sage ESG Intermediate Credit ETF in Q3 2020, selling an estimated $12.3M.
  • Sage Advisory Services's ten largest holdings make up 56% of its $304M portfolio in Q3 2020.
  • Sage Advisory Services opened 5 new positions and closed 5 in Q3 2020.
  • Sage Advisory Services's portfolio value fell 4.5% quarter-over-quarter to $304M.

Based on Sage Advisory Services's 13F filing for Q3 2020, filed 30 Oct 2020.