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SAS
Sanford Advisory Services Portfolio holdings
AUM
$420M
1-Year Est. Return
15.59%
This Fund
S&P 500
This Quarter
Est. Return
+12.14%
1 Year Est. Return
-15.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$313M
AUM Growth
–
Cap. Flow
+$305M
Cap. Flow
% of AUM
97.53%
Top 10 Holdings %
Top 10 Hldgs %
77.66%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$75.7M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$56.1M |
| 3 |
Stryker
SYK
|
+$27.6M |
| 4 |
Apple
AAPL
|
+$24.9M |
| 5 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
+$12M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 11.18% |
| 2 | Technology | 11.02% |
| 3 | Financials | 1.96% |
| 4 | Consumer Discretionary | 1.74% |
| 5 | Consumer Staples | 0.71% |
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Sanford Advisory Services's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Sanford Advisory Services, which disclosed 98 positions worth $313M. Its ten largest holdings account for 78% of the portfolio.
Its largest position is iShares MSCI USA Min Vol Factor ETF: 1,149,482 shares worth $78M.
By sector, the portfolio is most concentrated in Healthcare at 11% of assets, followed by Technology and Financials.
- Sanford Advisory Services's largest Q4 2020 buy was iShares MSCI USA Min Vol Factor ETF: 1,149,482 shares worth $78M.
- Sanford Advisory Services's ten largest holdings make up 78% of its $313M portfolio in Q4 2020.
- Sanford Advisory Services disclosed 98 positions in Q4 2020, its first 13F filing on record.
Based on Sanford Advisory Services's 13F filing for Q4 2020, filed 28 Jul 2022.