SA

Sanctuary Advisors Portfolio holdings

AUM $15.5B
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.8B
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,530
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$12.2M
3
+$8.35M
4
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$7.89M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$7.89M

Top Sells

1
+$115M
2
+$55M
3
+$50.7M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$31.6M
5
SONY icon
Sony
SONY
+$23.1M

Sector Composition

1 Technology 12.17%
2 Financials 7.85%
3 Healthcare 6.01%
4 Industrials 5.82%
5 Communication Services 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$288K ﹤0.01%
22,270
+96
2027
$287K ﹤0.01%
22,519
2028
$287K ﹤0.01%
7,112
2029
$287K ﹤0.01%
4,600
-330
2030
$286K ﹤0.01%
+13,563
2031
$285K ﹤0.01%
11,870
+10
2032
$285K ﹤0.01%
11,364
-296
2033
$285K ﹤0.01%
+9,381
2034
$285K ﹤0.01%
4,537
+189
2035
$285K ﹤0.01%
+8,969
2036
$284K ﹤0.01%
+5,953
2037
$283K ﹤0.01%
1,529
+62
2038
$283K ﹤0.01%
+3,113
2039
$282K ﹤0.01%
13,266
+466
2040
$282K ﹤0.01%
12,203
-2,354
2041
$279K ﹤0.01%
2,562
-208
2042
$279K ﹤0.01%
2,843
-1,287
2043
$279K ﹤0.01%
3,533
+68
2044
$277K ﹤0.01%
+28,108
2045
$277K ﹤0.01%
3,562
-103
2046
$277K ﹤0.01%
94,171
+95
2047
$277K ﹤0.01%
35,670
+13,925
2048
$277K ﹤0.01%
7,114
+347
2049
$277K ﹤0.01%
6,091
-1,191
2050
$276K ﹤0.01%
18,337
+555
80 81
82
83 84