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
51
$815K 0.23%
15,952
-635
52
$786K 0.22%
11,741
-58
53
$761K 0.22%
3,864
54
$722K 0.2%
13,415
+1,400
55
$708K 0.2%
10,944
-524
56
$668K 0.19%
3,540
+492
57
$575K 0.16%
3,755
+657
58
$564K 0.16%
3,384
+444
59
$557K 0.16%
6,561
-8
60
$554K 0.16%
7,527
-109
61
$542K 0.15%
5,100
+7
62
$539K 0.15%
11,373
+500
63
$529K 0.15%
16,074
-496
64
$521K 0.15%
6,084
+406
65
$508K 0.14%
4,660
+480
66
$505K 0.14%
6,261
-1,144
67
$487K 0.14%
4,143
+445
68
$480K 0.14%
4,778
+56
69
$467K 0.13%
6,922
+5
70
$453K 0.13%
5,286
-1,654
71
$437K 0.12%
25,000
72
$420K 0.12%
4,609
+1,477
73
$420K 0.12%
3,728
+480
74
$419K 0.12%
9,960
+5,460
75
$410K 0.12%
5,457
1 2
3
4 5