SFG

Sage Financial Group Portfolio holdings

AUM $1.35B
1-Year Est. Return 12.57%
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$4.58M
3
+$236K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$209K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$52.3K

Top Sells

1
+$575K
2
+$416K
3
+$274K
4
BONO
MARKET VECTORS LATAM AGGREGATE BD ETF (DE)
BONO
+$272K
5
VUG icon
Vanguard Growth ETF
VUG
+$217K

Sector Composition

1 Consumer Staples 0.09%
2 Healthcare 0.08%
3 Industrials 0.07%
4 Financials 0.07%
5 Energy 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$40K 0.02%
918
27
$38K 0.02%
3,000
28
$32K 0.02%
484
29
$29K 0.01%
278
30
$26K 0.01%
248
31
$21K 0.01%
450
32
$19K 0.01%
812
33
$18K 0.01%
537
34
$8K ﹤0.01%
132
35
$6K ﹤0.01%
750
36
– –
-14,018
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