SFG
Sage Financial Group Portfolio holdings
AUM
$1.35B
This Quarter Return
-9.5%
1 Year Return
+12.57%
3 Year Return
+51.55%
5 Year Return
+81.04%
10 Year Return
+143.63%
AUM
$281M
AUM Growth
+$281M
(+32%)
Cap. Flow
+$49M
Cap. Flow
% of AUM
17.45%
Top 10 Holdings %
Top 10 Hldgs %
95.16%
Holding
44
New
1
Increased
19
Reduced
2
Closed
1
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$12.2M |
| 2 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$10.7M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$9.15M |
| 4 |
Vanguard Growth ETF
VUG
|
$5.41M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$4.34M |
Top Sells
| 1 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
$937K |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$440K |
| 3 |
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% |
