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
$408M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.45M
3
+$1.45M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$884K

Top Sells

1
+$34.7M
2
+$4.21M
3
+$3.46M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.84M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$2.29M

Sector Composition

1 Energy 0.16%
2 Financials 0.07%
3 Consumer Staples 0.05%
4 Healthcare 0.05%
5 Industrials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6K ﹤0.01%
+750
52
$5K ﹤0.01%
214
+2
53
$4K ﹤0.01%
255
54
$2K ﹤0.01%
50
55
– –
-48,247
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