SAS
Sanford Advisory Services Portfolio holdings
AUM
$420M
This Quarter Return
-4.18%
1 Year Return
-15.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$350M
AUM Growth
+$350M
(-1%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
3.71%
Top 10 Holdings %
Top 10 Hldgs %
65.34%
Holding
120
New
6
Increased
42
Reduced
44
Closed
11
Top Buys
| 1 |
iShares Select Dividend ETF
DVY
|
$6.39M |
| 2 |
iShares US Small Cap Equity Factor ETF
SMLF
|
$5.98M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$5.44M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$4.1M |
| 5 |
WisdomTree US MidCap Dividend Fund
DON
|
$4.07M |
Top Sells
Sector Composition
| 1 | Technology | 8.71% |
| 2 | Healthcare | 8.33% |
| 3 | Financials | 2.35% |
| 4 | Consumer Discretionary | 1.53% |
| 5 | Consumer Staples | 0.68% |
