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
$354M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$2.36M
3
+$2.26M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.84M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$1.27M

Top Sells

1
+$5.45M
2
+$1.05M
3
+$1.01M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$728K
5
SYK icon
Stryker
SYK
+$381K

Sector Composition

1 Technology 8.85%
2 Healthcare 8.55%
3 Financials 2.42%
4 Consumer Discretionary 1.22%
5 Consumer Staples 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 0.52%
+123,333
27
$1.68M 0.48%
6,061
+250
28
$1.65M 0.47%
21,630
+4,000
29
$1.63M 0.46%
5,980
+426
30
$1.48M 0.42%
3,915
-37
31
$1.45M 0.41%
14,288
-167
32
$1.3M 0.37%
28,765
-2,341
33
$1.27M 0.36%
+32,487
34
$1.26M 0.36%
22,770
-1,481
35
$1.25M 0.35%
+43,161
36
$1.19M 0.34%
+23,826
37
$1.17M 0.33%
24,462
-2,052
38
$1.17M 0.33%
21,670
+145
39
$1.14M 0.32%
23,453
-1,391
40
$1.05M 0.3%
23,635
41
$1.04M 0.29%
4,644
-4,680
42
$1.03M 0.29%
8,826
+750
43
$1.03M 0.29%
5,794
44
$1.01M 0.29%
+7,407
45
$996K 0.28%
65,680
+39,790
46
$918K 0.26%
17,510
+503
47
$845K 0.24%
29,070
48
$829K 0.23%
12,845
-267
49
$824K 0.23%
24,194
-311
50
$822K 0.23%
2,343
+473
1
2
3 4 5