SAS
Spurstone Advisory Services Portfolio holdings
AUM $5.14M
This Quarter Return
-1.34%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$5.14M
AUM Growth
-$112K (-2%)
Cap. Flow
-$2.32K
Cap. Flow % of AUM
-0.05%
Top 10 Holdings %Top 10 Hldgs %
73.48%
Holding
111
New
35
Increased
5
Reduced
4
Closed
7
Top Buys
1 | $334K | |
2 | $241K | |
3 | $97.7K | |
4 | $78.6K | |
5 | $54.5K |
Top Sells
1 | $241K | |
2 | $213K | |
3 | $145K | |
4 | $137K | |
5 | $126K |
Sector Composition
1 | Technology | 34.43% |
2 | Industrials | 17.36% |
3 | Energy | 14.55% |
4 | Healthcare | 6.31% |
5 | Financials | 5.84% |