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
$1.15B
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$4.9M
3
+$4.68M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.31M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.73M

Top Sells

1
+$1.94M
2
+$858K
3
+$645K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$626K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$473K

Sector Composition

1 Technology 0.07%
2 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.45M 0.39%
16,623
-62
27
$4.16M 0.36%
197,713
+28,888
28
$4.11M 0.36%
23,559
+154
29
$3.78M 0.33%
35,402
+4,545
30
$3.75M 0.32%
78,219
+513
31
$3.67M 0.32%
6,743
-31
32
$3.61M 0.31%
67,976
-3,150
33
$3.28M 0.28%
5,994
+386
34
$3.15M 0.27%
40,291
+2,159
35
$3.11M 0.27%
25,798
-507
36
$2.31M 0.2%
+19,969
37
$2.2M 0.19%
7,406
-335
38
$2.17M 0.19%
18,295
+766
39
$2.1M 0.18%
24,467
-582
40
$1.84M 0.16%
16,673
-220
41
$1.81M 0.16%
21,546
+875
42
$1.81M 0.16%
17,399
+201
43
$1.75M 0.15%
19,794
+4,878
44
$1.73M 0.15%
33,770
-37,835
45
$1.67M 0.14%
43,381
+2,811
46
$1.59M 0.14%
31,406
-1,529
47
$1.42M 0.12%
14,615
+2,612
48
$1.38M 0.12%
20,428
+1,070
49
$1.27M 0.11%
24,016
-615
50
$975K 0.08%
24,632
+1,348
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2
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