SFG
Sage Financial Group Portfolio holdings
AUM
$1.35B
This Quarter Return
+3.78%
1 Year Return
+12.57%
3 Year Return
+51.55%
5 Year Return
+81.04%
10 Year Return
+143.63%
AUM
$316M
AUM Growth
+$316M
(+10%)
Cap. Flow
+$18M
Cap. Flow
% of AUM
5.69%
Top 10 Holdings %
Top 10 Hldgs %
91.39%
Holding
46
New
–
Increased
17
Reduced
4
Closed
3
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$7.3M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$3.63M |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$3.34M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.3M |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$836K |
Top Sells
Sector Composition
| 1 | Energy | 0.19% |
| 2 | Financials | 0.07% |
| 3 | Consumer Staples | 0.07% |
| 4 | Healthcare | 0.06% |
| 5 | Industrials | 0.06% |
