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
$390M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$4.84M
3
+$2.29M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.3M
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.02M

Top Sells

1
+$33.7M
2
+$7.34M
3
+$77.5K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$45.3K
5
ADM icon
Archer Daniels Midland
ADM
+$39K

Sector Composition

1 Energy 0.16%
2 Financials 0.06%
3 Industrials 0.05%
4 Healthcare 0.05%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,009
52
– –
0
53
– –
-750
54
– –
0
1 2
3