SAS
Sanford Advisory Services Portfolio holdings
AUM
$420M
1-Year Return
15.59%
This Quarter Return
+12.14%
1 Year Return
-15.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$313M
AUM Growth
–
Cap. Flow
+$313M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.66%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$78M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$59.1M |
| 3 |
Stryker
SYK
|
+$29.9M |
| 4 |
Apple
AAPL
|
+$27.5M |
| 5 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
+$12.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 11.18% |
| 2 | Technology | 11.02% |
| 3 | Financials | 1.96% |
| 4 | Consumer Discretionary | 1.74% |
| 5 | Consumer Staples | 0.71% |
