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
$359M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$20.2M
3
+$16.8M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.51M
5
AMZN icon
Amazon
AMZN
+$2.6M

Top Sells

1
+$26M
2
+$16.7M
3
+$2.1M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$2M
5
SMMV icon
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
+$1.03M

Sector Composition

1 Healthcare 9.77%
2 Technology 9.07%
3 Financials 2.19%
4 Consumer Discretionary 1.58%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$384K 0.11%
31,383
-358
77
$375K 0.1%
3,311
78
$354K 0.1%
1,527
79
$347K 0.1%
3,360
-80
80
$333K 0.09%
2,461
-44
81
$318K 0.09%
2,934
+4
82
$314K 0.09%
1,261
83
$303K 0.08%
4,578
84
$295K 0.08%
+12,159
85
$293K 0.08%
2,302
-105
86
$289K 0.08%
+607
87
$277K 0.08%
7,090
88
$272K 0.08%
+832
89
$267K 0.07%
2,819
90
$262K 0.07%
1,222
+37
91
$238K 0.07%
5,566
92
$236K 0.07%
+3,866
93
$235K 0.07%
973
94
$232K 0.06%
+4,039
95
$229K 0.06%
2,616
96
$224K 0.06%
1,026
97
$224K 0.06%
3,856
98
$222K 0.06%
+900
99
$214K 0.06%
+2,877
100
$200K 0.06%
+1,678
1 2 3
4
5