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
$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
2126
$69.7K ﹤0.01%
+13,837
2127
$68.9K ﹤0.01%
11,962
+1,353
2128
$66.4K ﹤0.01%
16,945
+53
2129
$66.3K ﹤0.01%
11,332
+330
2130
$64.3K ﹤0.01%
52,670
-5,743
2131
$64K ﹤0.01%
23,800
2132
$61.8K ﹤0.01%
13,184
+144
2133
$59.6K ﹤0.01%
15,395
-533
2134
$58.9K ﹤0.01%
5,581
+1,787
2135
$58.5K ﹤0.01%
13,955
-868
2136
$57.1K ﹤0.01%
11,817
+795
2137
$56.5K ﹤0.01%
24,794
-4,067
2138
$55.5K ﹤0.01%
10,495
-1,989
2139
$53.5K ﹤0.01%
14,262
+600
2140
$52.3K ﹤0.01%
11,853
+95
2141
$49.2K ﹤0.01%
+15,507
2142
$49.1K ﹤0.01%
10,840
+63
2143
$48.9K ﹤0.01%
17,182
2144
$47.6K ﹤0.01%
+12,963
2145
$47.4K ﹤0.01%
+23,822
2146
$46.9K ﹤0.01%
16,356
+86
2147
$46.4K ﹤0.01%
47,039
+787
2148
$45.2K ﹤0.01%
+15,490
2149
$45K ﹤0.01%
24,715
-601
2150
$44.1K ﹤0.01%
36,782
+1,539
84 85
86
87 88