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
101
$226K 0.05%
+3,150
102
$223K 0.05%
+1,580
103
$220K 0.05%
+957
104
$215K 0.05%
+5,853
105
$214K 0.05%
1,601
-283
106
$200K 0.05%
5,566
107
$200K 0.05%
+1,713
108
$200K 0.05%
3,856
109
– –
-1,222
110
– –
-12,878
111
– –
-596
112
– –
-8,461
1 2 3 4
5