SAS

Spurstone Advisory Services Portfolio holdings

AUM $5.84M
1-Year Est. Return 24.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.76%
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
51
$18.5K 0.28%
+32
52
$17.8K 0.27%
57
-93
53
$17.8K 0.27%
+90
54
$17.5K 0.27%
+65
55
$15.9K 0.24%
233
56
$14.3K 0.22%
+275
57
$14.3K 0.22%
138
58
$14.2K 0.22%
+110
59
$13.8K 0.21%
+35
60
$13.4K 0.2%
300
61
$13.1K 0.2%
1,950
62
$12.7K 0.19%
40
-50
63
$12.3K 0.19%
+76
64
$12.3K 0.19%
1,175
65
$12K 0.18%
536
66
$11.8K 0.18%
+75
67
$11.7K 0.18%
200
68
$10.6K 0.16%
+400
69
$10.3K 0.16%
+60
70
$10.1K 0.15%
+150
71
$9.33K 0.14%
+100
72
$9.03K 0.14%
252
73
$8.13K 0.12%
911
74
$7.59K 0.12%
40
75
$7.29K 0.11%
103
1 2
3
4 5