Sage Advisory Services, Ltd.Co.

Portfolio Overview

Sage Advisory Services, Ltd.Co. manages a highly concentrated, ETF-centric portfolio with a total value of approximately $139.87 million as of September 30, 2025. The portfolio underwent significant consolidation during the quarter, with total assets declining by 23.8% from $183.58 million. This reduction was driven by a combination of market performance and substantial capital reallocation, evidenced by a reduction in the total number of holdings. The firm currently ...