SAS

Sanford Advisory Services Portfolio holdings

AUM $420M
1-Year Est. Return 15.59%
This Quarter Est. Return
1 Year Est. Return
-15.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$444M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$4.4M
3
+$2.56M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.61M
5
TSLA icon
Tesla
TSLA
+$1.53M

Top Sells

1
+$6.02M
2
+$2.07M
3
+$1.44M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$729K
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$477K

Sector Composition

1 Technology 10.85%
2 Healthcare 9.12%
3 Financials 2.12%
4 Consumer Discretionary 1.77%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 0.52%
5,558
+49
27
$1.93M 0.44%
65,770
+90
28
$1.89M 0.43%
3,973
+29
29
$1.76M 0.4%
31,627
+5,504
30
$1.7M 0.38%
21,310
+735
31
$1.64M 0.37%
5,497
+16
32
$1.54M 0.35%
13,542
+2,776
33
$1.54M 0.35%
24,556
-662
34
$1.37M 0.31%
23,860
-4,400
35
$1.23M 0.28%
1,870
+70
36
$1.23M 0.28%
24,838
-1,271
37
$1.23M 0.28%
6,798
+1,422
38
$1.2M 0.27%
30,795
-3,936
39
$1.2M 0.27%
18,230
+744
40
$1.09M 0.25%
29,070
41
$1.07M 0.24%
18,081
+50
42
$986K 0.22%
16,705
+995
43
$977K 0.22%
5,709
-400
44
$956K 0.22%
3,754
-29
45
$944K 0.21%
11,374
-888
46
$928K 0.21%
11,180
-904
47
$813K 0.18%
7,652
48
$754K 0.17%
6,431
+224
49
$730K 0.16%
12,160
-1,570
50
$725K 0.16%
5,915
+1
1
2
3 4 5