SAS

Spurstone Advisory Services Portfolio holdings

AUM $6.36M
1-Year Est. Return 17.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.6M
AUM Growth
+$1.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$427K
2
+$125K
3
+$78.6K
4
AAPL icon
Apple
AAPL
+$73.9K
5
AVGO icon
Broadcom
AVGO
+$58.6K

Top Sells

1
+$97.7K
2
+$53.3K
3
+$52.3K
4
UNH icon
UnitedHealth
UNH
+$35.5K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$31.2K

Sector Composition

1 Technology 34.39%
2 Industrials 12.93%
3 Healthcare 12.71%
4 Energy 10.64%
5 Financials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$40.9K 0.62%
+200
27
$40.8K 0.62%
4,700
28
$40.7K 0.62%
+369
29
$40.6K 0.61%
+450
30
$40.4K 0.61%
+256
31
$38.1K 0.58%
300
32
$36.9K 0.56%
780
33
$35.4K 0.54%
+45
34
$34.1K 0.52%
+125
35
$33.7K 0.51%
+64
36
$33.1K 0.5%
3,050
37
$31.1K 0.47%
1,975
38
$28.8K 0.44%
+120
39
$28.7K 0.43%
+92
40
$27.8K 0.42%
+150
41
$27.4K 0.42%
1,500
+200
42
$25.9K 0.39%
+600
43
$22.6K 0.34%
+325
44
$22.4K 0.34%
244
45
$21.9K 0.33%
+325
46
$21.3K 0.32%
+55
47
$21K 0.32%
+95
48
$19.9K 0.3%
+25
49
$19K 0.29%
+37
50
$18.8K 0.28%
+35
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