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
101
– –
-2,428
102
– –
-3,654
103
– –
-3,644
104
– –
-2,095
1 2 3 4
5