SAS
Sage Advisory Services Portfolio holdings
AUM
$184M
This Quarter Return
-3.41%
1 Year Return
+9.54%
3 Year Return
+25.62%
5 Year Return
+43.43%
10 Year Return
+69.26%
AUM
$357M
AUM Growth
+$357M
(+4.2%)
Cap. Flow
+$25.4M
Cap. Flow
% of AUM
7.1%
Top 10 Holdings %
Top 10 Hldgs %
58.28%
Holding
49
New
3
Increased
30
Reduced
8
Closed
2
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$11.8M |
| 2 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$11.4M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$9.52M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$4.88M |
| 5 |
VanEck High Yield Muni ETF
HYD
|
$2.78M |
Top Sells
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
$14.3M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$9.81M |
| 3 |
SPDR S&P Metals & Mining ETF
XME
|
$9.72M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.23M |
| 5 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$626K |
