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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 Period2018-12-31

Total Holdings54

Total Value ($x1000)957,360
Activities
New10

Increased27

Unchanged2

Decreased15

Sold Out13

Top 10 Stock Holdingstotal 64.12%
IVV15.1

MBB8.4

IEFA8.11

IEMG7.43

IGOV5.9

 
IJR5.06

CSJ4.66

XLK3.34

PFF3.09

NEAR3.03

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
15.1%
CORE S&P500 ETF
MBB
8.4%
MBS ETF
IEFA
8.11%
CORE MSCI EAFE
IEMG
7.43%
CORE MSCI EMKT
IGOV
5.9%
INTL TREA BD ETF
IJR
5.06%
CORE S&P SCP ETF
CSJ
4.66%
1-3 YR CR BD ETF
XLK
3.34%
TECHNOLOGY
PFF
3.09%
U.S. PFD STK ETF
NEAR
3.03%
SHT MAT BD ETF
MINT
3.03%
ENHAN SHRT MAT
SDY
3.01%
S&P DIVID ETF
CIU
2.91%
INTERM CR BD ETF
XLI
2.81%
SBI INT-INDS
XLF
2.58%
SBI INT-FINL
IEF
2.41%
7-10 Y TR BD ETF
VEA
2.31%
FTSE DEV MKT ETF
IEI
2.25%
3-7 YR TR BD ETF
VLUE
2.03%
MSCI USAVALFCT
VGK
1.92%
FTSE EUROPE ETF
SHV
1.91%
SHRT TRS BD ETF
XLB
1.38%
SBI MATERIALS
XLV
1.19%
SBI HEALTHCARE
XLE
0.87%
SBI INT-ENERGY
VPL
0.81%
MEGA CAP GRO ETF
EMB
0.7%
JP MOR EM MK ETF
FLOT
0.58%
FLTG RATE BD ETF
SHY
0.44%
1-3 YR TR BD ETF
HYD
0.39%
HIGH YLD MUN ETF
SRLN
0.3%
BLKSTN GSOSRLN
HYS
0.27%
0-5 HIGH YIELD
BSV
0.27%
SHORT TRM BOND
VTI
0.17%
TOTAL STK MKT
EMLC
0.15%
JP MORGAN MKTS
VCLT
0.12%
LG-TERM COR BD
PCY
0.12%
EMRNG MKT SVRG
CWB
0.11%
BRC CNV SECS ETF
MUB
0.11%
NAT AMT FREE BD
SPY
0.1%
TR UNIT
TLT
0.08%
20+ YR TR BD ETF
IHY
0.07%
INTL HIGH YIELD
VGLT
0.06%
LONG-TERM GOV
KLD
0.05%
USA ESG SLCT ETF
GOVT
0.05%
U.S. TRS BD ETF
VYM
0.04%
HIGH DIV YLD
IDV
0.04%
INTL SEL DIV ETF
CLY
0.04%
10+ YR CR BD ETF
QUAL
0.04%
MSCI USA QLT FAC
BKLN
0.03%
SR LN ETF
ESGD
0.03%
MSCI EAFE ESG
SHYG
0.03%
0-5YR HI YL CP
MBG
0.03%
BRC MTG BCKD BD
BLV
0.03%
LONG TERM BOND
AMLP
0.01%
ALERIAN MLP
XLY
1.59%
SBI CONS DISCR
XLC
1.18%
COMMUNICATION
GUDB
1.1%
SAGE ESG INTER
TIP
1.04%
TIPS BD ETF
EMLC
0.12%
JP MORGAN MKTS
HYD
0.08%
HIGH YLD MUN ETF
VCIT
0.07%
INT-TERM CORP
HYG
0.04%
IBOXX HI YD ETF
ESGU
0.02%
ETF MSCI USA
BKLN
0.02%
SENIOR LN PORT
NUSC
0.02%
ESG SMALL CAP
ESGE
0.02%
MSCI EM ESG SE
LQD
0.02%
IBOXX INV CP ETF