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
76
$403K 0.09%
3,133
-1,487
77
$399K 0.09%
2,945
+4
78
$394K 0.09%
8,372
79
$382K 0.09%
2,952
+75
80
$368K 0.08%
2,378
-46
81
$360K 0.08%
3,101
+871
82
$350K 0.08%
3,859
+1,040
83
$340K 0.08%
4,475
-73
84
$337K 0.08%
2,818
85
$332K 0.07%
6,930
-160
86
$324K 0.07%
1,569
87
$323K 0.07%
900
88
$322K 0.07%
915
-35
89
$309K 0.07%
3,921
-4,396
90
$300K 0.07%
2,616
91
$286K 0.06%
503
+10
92
$281K 0.06%
1,249
-12
93
$275K 0.06%
995
94
$266K 0.06%
12,574
-765
95
$263K 0.06%
508
-99
96
$255K 0.06%
4,824
+184
97
$237K 0.05%
4,039
98
$234K 0.05%
4,037
99
$232K 0.05%
2,663
100
$232K 0.05%
1,026
1 2 3
4
5