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
51
$714K 0.16%
11,799
52
$691K 0.16%
7,629
+1,066
53
$677K 0.15%
8,870
+1,911
54
$657K 0.15%
16,678
-1,513
55
$653K 0.15%
4,740
56
$648K 0.15%
31,209
+289
57
$598K 0.13%
5,144
+8
58
$593K 0.13%
9,002
-659
59
$565K 0.13%
3,698
+52
60
$555K 0.13%
25,000
61
$550K 0.12%
2,280
+83
62
$528K 0.12%
10,817
+58
63
$526K 0.12%
9,055
-1,302
64
$513K 0.12%
8,099
65
$511K 0.12%
2,940
66
$496K 0.11%
3,131
-139
67
$490K 0.11%
5,542
-662
68
$462K 0.1%
4,572
+14
69
$450K 0.1%
6,911
+5
70
$432K 0.1%
2,980
+100
71
$432K 0.1%
9,506
72
$420K 0.09%
4,953
-3,795
73
$419K 0.09%
6,840
74
$406K 0.09%
1,207
+45
75
$404K 0.09%
2,471
+4
1 2
3
4 5