Long-term investor

Sage Advisory Services, Ltd.co. @sageadvisoryservicesltdc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001534378).

Record

  • Tracked since 2025-06-30 (431 days), 58 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.6% · 6 months +7.1% · 1 year +11.8% · all +11.8%
  • Max drawdown -1.9% · Sharpe 0.69 · win rate 67% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 15.0% · long · since 2025-06-30
  • 78464A409 · 13.5% · long · since 2025-06-30
  • 35473P595 · 7.8% · long · since 2025-06-30
  • 78463X889 · 7.2% · long · since 2025-06-30
  • 47103U852 · 5.7% · long · since 2025-06-30
  • 78464A292 · 5.6% · long · since 2025-06-30
  • 46434G103 · 4.2% · long · since 2025-06-30
  • 47103U746 · 2.8% · long · since 2025-06-30
  • 03463K760 · 2.8% · long · since 2025-09-30
  • 464288828 · 2.7% · long · since 2025-09-30
  • 78464A797 · 2.6% · long · since 2025-06-30
  • 46432F842 · 2.6% · long · since 2025-06-30

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