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
$313M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$59.1M
3
+$29.9M
4
AAPL icon
Apple
AAPL
+$27.5M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$12.8M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 11.18%
2 Technology 11.02%
3 Financials 1.96%
4 Consumer Discretionary 1.74%
5 Consumer Staples 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.1%
+3,440
77
$293K 0.09%
+8,372
78
$290K 0.09%
+1,261
79
$289K 0.09%
+2,407
80
$287K 0.09%
+1,894
81
$279K 0.09%
+31,741
82
$278K 0.09%
+1,527
83
$276K 0.09%
+6,707
84
$263K 0.08%
+2,819
85
$240K 0.08%
+5,566
86
$231K 0.07%
+1,185
87
$227K 0.07%
+3,856
88
$224K 0.07%
+2,095
89
$223K 0.07%
+2,616
90
$218K 0.07%
+1,026
91
$214K 0.07%
+7,090
92
$203K 0.06%
+973
93
$202K 0.06%
+3,654
94
$130K 0.04%
+2,428
1 2 3
4