Sanford Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$8.93M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$6.19M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$5.01M |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$3.75M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$3.52M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$4.25M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$2.45M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.69M |
| 4 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$1.62M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.29M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 8.27% |
| 2 | Technology | 7.08% |
| 3 | Financials | 2.23% |
| 4 | Consumer Discretionary | 1.02% |
| 5 | Industrials | 0.58% |
Similar funds
Sanford Advisory Services's Q4 2022 Portfolio in Review
As of Q4 2022, Sanford Advisory Services held 127 positions worth $420M, up 20% from $350M the previous quarter. Its ten largest holdings account for 58% of the portfolio.
Sanford Advisory Services deployed $41.9M of net new capital in Q4 2022, opening 18 new positions and adding to 47 existing holdings. Its largest new stake was Vanguard Total International Bond ETF: 73,152 shares worth $3.47M.
By sector, the portfolio is most concentrated in Healthcare at 8.3% of assets, down from 8.3% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Goldman Sachs ActiveBeta US Large Cap Equity ETF, an estimated $4.25M trimmed.
- Sanford Advisory Services's largest Q4 2022 buy was Vanguard Total International Bond ETF: 73,152 shares worth $3.47M.
- Sanford Advisory Services added most to Vanguard Short-Term Bond ETF in Q4 2022, an estimated $8.93M increase.
- Sanford Advisory Services's biggest Q4 2022 reduction was Goldman Sachs ActiveBeta US Large Cap Equity ETF, cutting an estimated $4.25M.
- Sanford Advisory Services fully exited Generac Holdings in Q4 2022, selling an estimated $297K.
- Sanford Advisory Services's ten largest holdings make up 58% of its $420M portfolio in Q4 2022.
- Sanford Advisory Services opened 18 new positions and closed 8 in Q4 2022.
- Sanford Advisory Services's portfolio value rose 20% quarter-over-quarter to $420M.
Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.