SFG

Sage Financial Group Portfolio holdings

AUM $1.51B
1-Year Est. Return 14.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.35M
3
+$1.18M
4
VUG icon
Vanguard Growth ETF
VUG
+$782K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$617K

Top Sells

1
+$673K
2
+$207K
3
+$65.6K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$46.5K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$41.8K

Sector Composition

1 Energy 0.15%
2 Financials 0.07%
3 Consumer Staples 0.05%
4 Healthcare 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
$7K ﹤0.01%
750
53
$5K ﹤0.01%
255
54
$4K ﹤0.01%
216
+1
55
$4K ﹤0.01%
5
56
$3K ﹤0.01%
50
1 2
3