SA

Sanctuary Advisors Portfolio holdings

AUM $17.4B
1-Year Est. Return 20.53%
This Quarter Est. Return
1 Year Est. Return
+20.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.2B
AUM Growth
-$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,481
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$27.2M
3
+$26.4M
4
GLD icon
SPDR Gold Trust
GLD
+$25.8M
5
HIMU
iShares High Yield Muni Active ETF
HIMU
+$23.5M

Top Sells

1
+$48.9M
2
+$31.4M
3
+$31.4M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$30.2M
5
BND icon
Vanguard Total Bond Market
BND
+$29.8M

Sector Composition

1 Technology 10.94%
2 Financials 7.27%
3 Healthcare 6.29%
4 Industrials 5.43%
5 Communication Services 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1.63M 0.01%
92,151
+46,738
877
$1.63M 0.01%
13,950
-1,977
878
$1.63M 0.01%
39,820
-5,659
879
$1.63M 0.01%
27,505
-19,448
880
$1.63M 0.01%
32,182
+760
881
$1.62M 0.01%
35,970
-117
882
$1.61M 0.01%
2,725
+284
883
$1.61M 0.01%
25,549
-584
884
$1.61M 0.01%
20,234
-3,190
885
$1.6M 0.01%
16,431
-1,178
886
$1.6M 0.01%
25,039
-1,588
887
$1.6M 0.01%
106,337
-16,437
888
$1.59M 0.01%
36,163
-4,199
889
$1.59M 0.01%
30,246
-11,346
890
$1.59M 0.01%
27,353
-5,708
891
$1.59M 0.01%
11,741
-922
892
$1.57M 0.01%
50,263
+1,450
893
$1.56M 0.01%
83,496
+4,466
894
$1.56M 0.01%
154,444
-75,162
895
$1.56M 0.01%
32,980
+1,252
896
$1.56M 0.01%
15,453
+554
897
$1.55M 0.01%
52,402
+7,123
898
$1.55M 0.01%
7,947
-1,144
899
$1.55M 0.01%
20,979
+4,468
900
$1.55M 0.01%
24,128
-665
34 35
36
37 38