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
Cap. Flow
-$2.32K
Cap. Flow %
-0.05%
Top 10 Hldgs %
73.48%
Holding
111
New
35
Increased
5
Reduced
4
Closed
7

Sector Composition

1Technology34.43%
2Industrials17.36%
3Energy14.55%
4Healthcare6.31%
5Financials5.84%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$176﹤0.01%
+8
New
+$176
$112﹤0.01%
+4
New
+$112
$96﹤0.01%
+2
New
+$96
$79﹤0.01% 3
-1,200
Closed
-$213K
-2,000
Closed
-$137K
-300
Closed
-$20.8K
-500
Closed
-$145K
-300
Closed
-$126K
-1,000
Closed
-$92.6K
-200
Closed
-$30.9K