SAS

Spurstone Advisory Services Portfolio holdings

AUM $6.6M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.25M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.27M
2 +$472K
3 +$366K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$341K
5
CVX icon
Chevron
CVX
+$293K

Top Sells

No sells this quarter

Sector Composition

1 Technology 43.03%
2 Energy 12.63%
3 Healthcare 9.71%
4 Industrials 9.07%
5 Consumer Discretionary 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$78 ﹤0.01%
+3