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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Sage Advisory
Value
$0M
Stocks
42 Stocks (4 new)
Turnover
14.4%
Top Holdings
IVV(15.54%) SPYG(11.08%) CARY(8.54%) SPDW(7.07%) PSK(5.45%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| IVV | None | ISHARES TR | General | $28848.0M | 0 | 15.5% | 0 | -5.3% |
| SPYG | None | State Street SPDR Portfolio S&P 500 Growth ETF - U | General | $20580.0M | 0 | 11.1% | 0 | -24.8% |
| CARY | None | ANGEL OAK FUNDS TRUST | General | $15854.0M | 0 | 8.5% | 0 | +178.1% |
| SPDW | None | SPDR Portfolio Developed World ex-US ETF - US ETP | General | $13118.0M | 0 | 7.1% | 0 | -10.2% |
| PSK | None | State Street SPDR ICE Preferred Securities ETF | General | $10123.0M | 0 | 5.5% | 0 | -11.1% |
| IEFA | None | iShares Core MSCI EAFE ETF | General | $9120.0M | 0 | 4.9% | 0 | +75.2% |
| FLBL | None | FRANKLIN TEMPLETON ETF TR | General | $7889.0M | 0 | 4.3% | 0 | -50.4% |
| JAAA | None | Janus Henderson AAA CLO ETF | Financials | $7724.0M | 0 | 4.2% | 0 | +97.3% |
| JMBS | None | JANUS DETROIT STR TR | General | $6464.0M | 0 | 3.5% | 0 | -44.0% |
| IEMG | None | Emerging Markets | General | $4878.0M | 0 | 2.6% | 0 | -43.2% |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| CARYANGEL OAK FUNDS TRUST | $15854.0M | +178.1% | 8.5% | Increased |
| IEFAiShares Core MSCI EAFE ETF | $9120.0M | +75.2% | 4.9% | Increased |
| JAAAJanus Henderson AAA CLO ETF | $7724.0M | +97.3% | 4.2% | Increased |
| JBBBJANUS DETROIT STR TR | $4780.0M | +1657.3% | 2.6% | Increased |
| IGViShares Expanded Tech-Software Sector ETF | $4053.0M | +5.9% | 2.2% | Increased |
| SRLNSSGA ACTIVE ETF TR | $4000.0M | +131.6% | 2.1% | Increased |
| GSYInvesco Ultra Short Duration E | $2999.0M | +3.0% | 1.6% | Increased |
| JPSTJPMorgan Ultra-Short Income ETF | $2951.0M | +3.9% | 1.6% | Increased |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| IVVISHARES TR | $28848.0M | -5.3% | 15.5% | Decreased |
| SPYGState Street SPDR Portfolio S&P 500 Growth ETF - U | $20580.0M | -24.8% | 11.1% | Decreased |
| SPDWSPDR Portfolio Developed World ex-US ETF - US ETP | $13118.0M | -10.2% | 7.1% | Decreased |
| PSKState Street SPDR ICE Preferred Securities ETF | $10123.0M | -11.1% | 5.5% | Decreased |
| FLBLFRANKLIN TEMPLETON ETF TR | $7889.0M | -50.4% | 4.3% | Decreased |
| JMBSJANUS DETROIT STR TR | $6464.0M | -44.0% | 3.5% | Decreased |
| IEMGEmerging Markets | $4878.0M | -43.2% | 2.6% | Decreased |
| IHFISHARES TR | $4646.0M | -14.4% | 2.5% | Decreased |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 40 | $174815.0M | 94.2% |
| Financials | 1 | $7724.0M | 4.2% |
| Industrials | 1 | $3135.0M | 1.7% |