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
$281M
AUM Growth
+$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.7M
3
+$9.15M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.41M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.34M

Top Sells

1
+$1.17M
2
+$937K
3
+$440K
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$259K

Sector Composition

1 Financials 0.07%
2 Consumer Staples 0.06%
3 Healthcare 0.05%
4 Industrials 0.05%
5 Energy 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$72K 0.03%
1,748
+500
27
$69K 0.02%
1,500
28
$55K 0.02%
763
+150
29
$55K 0.02%
2,251
30
$47K 0.02%
3,496
31
$39K 0.01%
3,000
32
$38K 0.01%
918
33
$31K 0.01%
400
34
$26K 0.01%
400
35
$26K 0.01%
248
36
$24K 0.01%
278
37
$22K 0.01%
812
38
$22K 0.01%
450
39
$21K 0.01%
484
40
$16K 0.01%
500
41
$8K ﹤0.01%
132
42
$4K ﹤0.01%
750
43
$1K ﹤0.01%
62
44
– –
-258,539
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