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
$307M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$6.74M
3
+$6.73M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.71M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.83M

Top Sells

1
+$33.1M
2
+$13.2M
3
+$7.02M
4
VTV icon
Vanguard Value ETF
VTV
+$2.18M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.3M

Sector Composition

1 Financials 0.34%
2 Energy 0.28%
3 Communication Services 0.23%
4 Consumer Staples 0.06%
5 Industrials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$34K 0.01%
918
52
$33K 0.01%
400
53
$29K 0.01%
248
54
$29K 0.01%
278
55
$27K 0.01%
400
56
$23K 0.01%
450
57
$23K 0.01%
484
58
$21K 0.01%
812
59
$17K 0.01%
500
60
$8K ﹤0.01%
132
61
$4K ﹤0.01%
750
62
– –
-1,748
63
– –
-12,982
64
– –
-11,097
65
$0 ﹤0.01%
62
1 2
3