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
$435M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.36M
3
+$1.19M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.07M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$978K

Top Sells

1
+$38.4M
2
+$700K
3
+$44.2K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$41.6K
5
VV icon
Vanguard Large-Cap ETF
VV
+$31K

Sector Composition

1 Energy 0.15%
2 Financials 0.07%
3 Healthcare 0.05%
4 Consumer Staples 0.05%
5 Industrials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9K ﹤0.01%
500
52
$6K ﹤0.01%
750
53
$5K ﹤0.01%
+5
54
$4K ﹤0.01%
215
+1
55
$4K ﹤0.01%
255
56
$3K ﹤0.01%
50
1 2
3