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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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SAGE ADVISORY SERVICES LTD CO

Time Period2019-03-31

Total Holdings55

Total Value ($x1000)1,044,190
Activities
New9

Increased29

Unchanged2

Decreased15

Sold Out8

Top 10 Stock Holdingstotal 64.68%
IVV17.71

IEFA8.35

MBB8.13

IEMG5.53

IGOV5.43

 
IJR5.33

CSJ4.38

SDY3.92

PFF3.09

CIU2.81

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
17.71%
CORE S&P500 ETF
IEFA
8.35%
CORE MSCI EAFE
MBB
8.13%
MBS ETF
IEMG
5.53%
CORE MSCI EMKT
IGOV
5.43%
INTL TREA BD ETF
IJR
5.33%
CORE S&P SCP ETF
CSJ
4.38%
1-3 YR CR BD ETF
SDY
3.92%
S&P DIVID ETF
PFF
3.09%
U.S. PFD STK ETF
CIU
2.81%
INTERM CR BD ETF
MINT
2.81%
ENHAN SHRT MAT
NEAR
2.76%
SHT MAT BD ETF
XLK
2.66%
TECHNOLOGY
XLF
2.62%
SBI INT-FINL
VEA
2.37%
FTSE DEV MKT ETF
IEF
2.34%
7-10 Y TR BD ETF
XLP
2.01%
SBI CONS STPLS
IEI
1.99%
3-7 YR TR BD ETF
VGK
1.97%
FTSE EUROPE ETF
VLUE
1.92%
MSCI USAVALFCT
SHV
1.59%
SHRT TRS BD ETF
XLB
1.4%
SBI MATERIALS
XLI
1.21%
SBI INT-INDS
XLV
1.16%
SBI HEALTHCARE
XLE
0.95%
SBI INT-ENERGY
EMB
0.82%
JP MOR EM MK ETF
VPL
0.81%
MEGA CAP GRO ETF
FLOT
0.53%
FLTG RATE BD ETF
BSV
0.51%
SHORT TRM BOND
SRLN
0.47%
BLKSTN GSOSRLN
HYG
0.35%
IBOXX HI YD ETF
JPST
0.28%
ULTRA SHRT INC
HYD
0.26%
HIGH YLD MUN ETF
BLV
0.16%
LONG TERM BOND
HYS
0.14%
0-5 HIGH YIELD
MUB
0.13%
NAT AMT FREE BD
AGG
0.12%
CORE TOTUSBD ETF
PCY
0.11%
EMRNG MKT SVRG
SPY
0.11%
TR UNIT
SHY
0.09%
1-3 YR TR BD ETF
CLY
0.08%
10+ YR CR BD ETF
CWB
0.06%
BRC CNV SECS ETF
VNQ
0.06%
REIT ETF
SHYG
0.06%
0-5YR HI YL CP
GOVT
0.05%
U.S. TRS BD ETF
FTSM
0.05%
FIRST TR ENH NEW
VYM
0.05%
HIGH DIV YLD
IDV
0.05%
INTL SEL DIV ETF
ESGD
0.04%
MSCI EAFE ESG
TLT
0.04%
20+ YR TR BD ETF
ESGU
0.04%
ETF MSCI USA
NOBL
0.04%
S&P 500 ARISTO
QUAL
0.03%
MSCI USA QLT FAC
MOAT
0.02%
MORNINGSTAR WIDE
AMLP
0.02%
ALERIAN MLP
VTI
0.17%
TOTAL STK MKT
EMLC
0.15%
JP MORGAN MKTS
VCLT
0.12%
LG-TERM COR BD
IHY
0.07%
INTL HIGH YIELD
VGLT
0.06%
LONG-TERM GOV
KLD
0.05%
USA ESG SLCT ETF
BKLN
0.03%
SR LN ETF
MBG
0.03%
BRC MTG BCKD BD