SFG
Sage Financial Group Portfolio holdings
AUM
$1.35B
1-Year Return
12.57%
This Quarter Return
+7.3%
1 Year Return
+12.57%
3 Year Return
+51.55%
5 Year Return
+81.04%
10 Year Return
+143.63%
AUM
$207M
AUM Growth
–
Cap. Flow
+$207M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
93.87%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$112M |
| 2 |
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
|
$28.5M |
| 3 |
Vanguard Growth ETF
VUG
|
$20M |
| 4 |
Vanguard Value ETF
VTV
|
$13.5M |
| 5 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
$6.61M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 0.15% |
