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
$202M
AUM Growth
-$4.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$97.7K
3
+$47.9K
4
THG icon
Hanover Insurance
THG
+$25K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.12K

Top Sells

1
+$6.29M
2
+$301K
3
+$238K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$97.9K
5
VTV icon
Vanguard Value ETF
VTV
+$33.8K

Sector Composition

1 Consumer Staples 0.09%
2 Financials 0.09%
3 Industrials 0.07%
4 Energy 0.06%
5 Healthcare 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30K 0.01%
484
27
$29K 0.01%
278
28
$26K 0.01%
248
29
$25K 0.01%
+400
30
$23K 0.01%
450
31
$20K 0.01%
812
32
$16K 0.01%
537
33
$8K ﹤0.01%
132
34
$6K ﹤0.01%
750
35
– –
-57,693
36
– –
-12,509
1
2