SAS
Sanford Advisory Services Portfolio holdings
AUM
$420M
1-Year Return
15.59%
This Quarter Return
+8.19%
1 Year Return
-15.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$420M
AUM Growth
+$69.7M
(+20%)
Cap. Flow
+$42M
Cap. Flow
% of AUM
10.01%
Top 10 Holdings %
Top 10 Hldgs %
57.8%
Holding
127
New
18
Increased
47
Reduced
35
Closed
8
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$8.96M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.2M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$4.98M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$3.8M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
$3.48M |
Top Sells
Sector Composition
| 1 | Healthcare | 8.27% |
| 2 | Technology | 7.08% |
| 3 | Financials | 2.23% |
| 4 | Consumer Discretionary | 1.02% |
| 5 | Industrials | 0.58% |
